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 | $41,257 | $175,202-76.5% | $149,673-72.4% | $139,434-70.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 53.68% | 166.71%-113.0pp | 134.42%-80.7pp | 372.94%-319.3pp |
| Employer contribution / active EE | $1,936 | $5,474-64.6% | $4,818-59.8% | $4,751-59.2% |
| Participant deferral / active EE | $7,047 | $6,519+8.1% | $5,680+24.1% | $6,710+5.0% |
| Admin fee / account holder | $3,844 | $16,150-76.2% | $13,210-70.9% | $11,403-66.3% |