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 | $30,021 | $177,572-83.1% | $154,803-80.6% | $142,382-78.9% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 18.24% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,052 | $4,810-78.1% | $4,305-75.6% | $4,299-75.5% |
| Participant deferral / active EE | $2,741 | $6,272-56.3% | $5,540-50.5% | $6,507-57.9% |
| Admin fee / account holder | $356 | $16,786-97.9% | $14,329-97.5% | $12,624-97.2% |