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 | $31,026 | $159,602-80.6% | $150,045-79.3% | $142,382-78.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.65% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,218 | $4,961-55.3% | $4,693-52.7% | $4,299-48.4% |
| Participant deferral / active EE | $6,142 | $8,310-26.1% | $7,997-23.2% | $6,507-5.6% |
| Admin fee / account holder | $770 | $14,846-94.8% | $13,435-94.3% | $12,624-93.9% |