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 | $25,498 | $159,602-84.0% | $150,045-83.0% | $142,382-82.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 18.69% | 70.24%-51.5pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,626 | $4,961-67.2% | $4,693-65.4% | $4,299-62.2% |
| Participant deferral / active EE | $3,063 | $8,310-63.1% | $7,997-61.7% | $6,507-52.9% |
| Admin fee / account holder | $3,107 | $14,846-79.1% | $13,435-76.9% | $12,624-75.4% |