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 | $72,203 | $179,726-59.8% | $156,263-53.8% | $142,382-49.3% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.9%-0.3pp | 80.1%-1.5pp |
| Annual return | 13.65% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,732 | $5,069-65.8% | $4,333-60.0% | $4,299-59.7% |
| Participant deferral / active EE | $3,918 | $6,956-43.7% | $6,158-36.4% | $6,507-39.8% |
| Admin fee / account holder | $16,439 | $17,272-4.8% | $14,255+15.3% | $12,624+30.2% |