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 | $42,878 | $159,602-73.1% | $150,045-71.4% | $142,382-69.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 23.34% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $7,954 | $4,961+60.3% | $4,693+69.5% | $4,299+85.0% |
| Participant deferral / active EE | $20,832 | $8,310+150.7% | $7,997+160.5% | $6,507+220.1% |
| Admin fee / account holder | $28,848 | $14,846+94.3% | $13,435+114.7% | $12,624+128.5% |