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 7-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 | $54,133 | $176,377-69.3% | $134,143-59.6% | $158,922-65.9% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 359.65% | 63.63%+296.0pp | 36.33%+323.3pp | 302.83%+56.8pp |
| Employer contribution / active EE | $3,156 | $5,040-37.4% | $3,704-14.8% | $4,761-33.7% |
| Participant deferral / active EE | $7,228 | $4,091+76.7% | $3,499+106.6% | $5,982+20.8% |
| Admin fee / account holder | $424 | $8,718-95.1% | $6,684-93.7% | $11,246-96.2% |