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 | $178,174-59.5% | $156,181-53.8% | $137,256-47.4% |
| Participation rate | 78.6% | 82.0%-3.5pp | 78.8%-0.3pp | 80.0%-1.4pp |
| Annual return | 13.65% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,732 | $4,972-65.2% | $4,294-59.7% | $4,156-58.3% |
| Participant deferral / active EE | $3,918 | $6,888-43.1% | $6,132-36.1% | $6,407-38.8% |
| Admin fee / account holder | $16,439 | $17,404-5.5% | $14,586+12.7% | $12,270+34.0% |