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 | $45,956 | $209,336-78.0% | $197,124-76.7% | $137,256-66.5% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 17.97% | 48.09%-30.1pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,075 | $6,591-68.5% | $6,227-66.7% | $4,156-50.1% |
| Participant deferral / active EE | $3,918 | $9,614-59.3% | $9,135-57.1% | $6,407-38.9% |
| Admin fee / account holder | $9,882 | $17,308-42.9% | $16,298-39.4% | $12,270-19.5% |