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 | $133,922-74.6% | $116,228-70.7% | $142,382-76.1% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.6%+1.9pp | 80.1%-3.6pp |
| Annual return | 20.44% | 147.76%-127.3pp | 90.06%-69.6pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,009 | $3,446-41.7% | $2,994-32.9% | $4,299-53.3% |
| Participant deferral / active EE | $7,637 | $5,672+34.6% | $4,953+54.2% | $6,507+17.4% |
| Admin fee / account holder | $5,019 | $14,945-66.4% | $11,989-58.1% | $12,624-60.2% |