See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,048 | $132,634-74.3% | $115,768-70.6% | $137,256-75.2% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.4%+2.1pp | 80.0%-3.5pp |
| Annual return | 20.44% | 160.70%-140.3pp | 100.46%-80.0pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,009 | $3,360-40.2% | $2,940-31.6% | $4,156-51.6% |
| Participant deferral / active EE | $7,637 | $5,619+35.9% | $4,917+55.3% | $6,407+19.2% |
| Admin fee / account holder | $5,019 | $15,028-66.6% | $12,439-59.7% | $12,270-59.1% |