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 | $32,591 | $154,228-78.9% | $145,433-77.6% | $137,256-76.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 20.74% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,885 | $4,804-60.8% | $4,554-58.6% | $4,156-54.6% |
| Participant deferral / active EE | $2,661 | $8,216-67.6% | $7,897-66.3% | $6,407-58.5% |
| Admin fee / account holder | $462 | $14,344-96.8% | $13,129-96.5% | $12,270-96.2% |