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 8-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 | $120,977 | $175,202-31.0% | $149,673-19.2% | $139,434-13.2% |
| Participation rate | 76.5% | 83.4%-6.9pp | 78.8%-2.3pp | 80.3%-3.8pp |
| Annual return | 14.78% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,170 | $5,474-60.4% | $4,818-55.0% | $4,751-54.3% |
| Participant deferral / active EE | $5,193 | $6,519-20.3% | $5,680-8.6% | $6,710-22.6% |
| Admin fee / account holder | $2,533 | $16,150-84.3% | $13,210-80.8% | $11,403-77.8% |