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 | $93,406 | $214,378-56.4% | $200,582-53.4% | $142,382-34.4% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 14.97% | 46.41%-31.4pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,292 | $6,841-37.3% | $6,419-33.1% | $4,299-0.2% |
| Participant deferral / active EE | $8,337 | $9,865-15.5% | $9,331-10.7% | $6,507+28.1% |
| Admin fee / account holder | $11,994 | $17,692-32.2% | $16,305-26.4% | $12,624-5.0% |