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 | $35,652 | $148,534-76.0% | $135,903-73.8% | $139,434-74.4% |
| Participation rate | 78.3% | 83.9%-5.6pp | 81.9%-3.6pp | 80.3%-2.1pp |
| Annual return | 21.49% | 79.19%-57.7pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,760 | $5,243-66.4% | $4,856-63.8% | $4,751-62.9% |
| Participant deferral / active EE | $3,907 | $8,100-51.8% | $7,758-49.6% | $6,710-41.8% |
| Admin fee / account holder | $1,228 | $12,400-90.1% | $10,762-88.6% | $11,403-89.2% |