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 6-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 | $30,747 | $202,432-84.8% | $169,368-81.8% | $139,434-77.9% |
| Participation rate | 81.0% | 81.1%-0.1pp | 77.1%+3.8pp | 80.3%+0.6pp |
| Annual return | 16.15% | 531.74%-515.6pp | 405.60%-389.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,314 | $4,692-29.4% | $4,013-17.4% | $4,751-30.3% |
| Participant deferral / active EE | $7,375 | $6,938+6.3% | $6,221+18.5% | $6,710+9.9% |
| Admin fee / account holder | $671 | $10,708-93.7% | $9,003-92.5% | $11,403-94.1% |