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 | $67,053 | $183,592-63.5% | $155,567-56.9% | $145,959-54.1% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 19.58% | 61.24%-41.7pp | 64.74%-45.2pp | 561.95%-542.4pp |
| Employer contribution / active EE | $1,983 | $5,315-62.7% | $4,674-57.6% | $4,661-57.5% |
| Participant deferral / active EE | $3,991 | $6,464-38.3% | $5,628-29.1% | $6,689-40.3% |
| Admin fee / account holder | $2,898 | $19,318-85.0% | $15,916-81.8% | $13,398-78.4% |