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 | $31,992 | $209,411-84.7% | $178,490-82.1% | $158,922-79.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 6.54% | 188.75%-182.2pp | 151.07%-144.5pp | 302.83%-296.3pp |
| Employer contribution / active EE | $2,716 | $5,706-52.4% | $5,011-45.8% | $4,761-43.0% |
| Participant deferral / active EE | $9,077 | $5,954+52.4% | $5,202+74.5% | $5,982+51.7% |
| Admin fee / account holder | $106,257 | $17,074+522.3% | $13,984+659.9% | $11,246+844.9% |