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 | $37,407 | $175,202-78.6% | $149,673-75.0% | $139,434-73.2% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 42.09% | 166.71%-124.6pp | 134.42%-92.3pp | 372.94%-330.8pp |
| Employer contribution / active EE | $7,738 | $5,474+41.3% | $4,818+60.6% | $4,751+62.9% |
| Participant deferral / active EE | $3,731 | $6,519-42.8% | $5,680-34.3% | $6,710-44.4% |
| Admin fee / account holder | $660 | $16,150-95.9% | $13,210-95.0% | $11,403-94.2% |