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 | $40,839 | $175,202-76.7% | $149,673-72.7% | $139,434-70.7% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 21.78% | 166.71%-144.9pp | 134.42%-112.6pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,210 | $5,474-77.9% | $4,818-74.9% | $4,751-74.5% |
| Participant deferral / active EE | $6,617 | $6,519+1.5% | $5,680+16.5% | $6,710-1.4% |
| Admin fee / account holder | $348 | $16,150-97.8% | $13,210-97.4% | $11,403-96.9% |