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 | $47,793 | $183,519-74.0% | $155,509-69.3% | $145,922-67.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.23% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,239 | $5,313-39.0% | $4,672-30.7% | $4,660-30.5% |
| Participant deferral / active EE | $6,064 | $6,462-6.2% | $5,626+7.8% | $6,688-9.3% |
| Admin fee / account holder | $1,351 | $19,313-93.0% | $15,912-91.5% | $13,397-89.9% |