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 | $159,602-79.6% | $150,045-78.3% | $142,382-77.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.74% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,885 | $4,961-62.0% | $4,693-59.8% | $4,299-56.1% |
| Participant deferral / active EE | $2,661 | $8,310-68.0% | $7,997-66.7% | $6,507-59.1% |
| Admin fee / account holder | $462 | $14,846-96.9% | $13,435-96.6% | $12,624-96.3% |