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 | $29,341 | $172,111-83.0% | $150,298-80.5% | $137,256-78.6% |
| Participation rate | 73.9% | 81.7%-7.8pp | 77.8%-3.8pp | 80.0%-6.0pp |
| Annual return | 30.03% | 69.37%-39.3pp | 62.79%-32.8pp | 220.34%-190.3pp |
| Employer contribution / active EE | $1,194 | $4,636-74.3% | $4,154-71.3% | $4,156-71.3% |
| Participant deferral / active EE | $2,523 | $6,166-59.1% | $5,453-53.7% | $6,407-60.6% |
| Admin fee / account holder | $2,282 | $16,471-86.1% | $14,116-83.8% | $12,270-81.4% |