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 | $81,891 | $214,378-61.8% | $200,582-59.2% | $142,382-42.5% |
| Participation rate | 73.3% | 87.4%-14.1pp | 86.9%-13.6pp | 80.1%-6.8pp |
| Annual return | 17.17% | 46.41%-29.2pp | 42.33%-25.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,084 | $6,841-69.5% | $6,419-67.5% | $4,299-51.5% |
| Participant deferral / active EE | $5,232 | $9,865-47.0% | $9,331-43.9% | $6,507-19.6% |
| Admin fee / account holder | $1,012 | $17,692-94.3% | $16,305-93.8% | $12,624-92.0% |