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 | $43,402 | $148,534-70.8% | $135,903-68.1% | $139,434-68.9% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 16.04% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,970 | $5,243-24.3% | $4,856-18.3% | $4,751-16.4% |
| Participant deferral / active EE | $4,456 | $8,100-45.0% | $7,758-42.6% | $6,710-33.6% |
| Admin fee / account holder | $464 | $12,400-96.3% | $10,762-95.7% | $11,403-95.9% |