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 | $33,606 | $217,402-84.5% | $185,823-81.9% | $167,490-79.9% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 14.41% | 148.36%-134.0pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,536 | $5,873-56.8% | $5,167-50.9% | $4,837-47.6% |
| Participant deferral / active EE | $6,029 | $6,356-5.2% | $5,568+8.3% | $6,341-4.9% |
| Admin fee / account holder | $4,530 | $19,811-77.1% | $16,237-72.1% | $12,309-63.2% |