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 | $43,749 | $201,259-78.3% | $184,200-76.2% | $145,959-70.0% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 13.77% | 28.98%-15.2pp | 28.80%-15.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $2,028 | $7,018-71.1% | $6,424-68.4% | $4,661-56.5% |
| Participant deferral / active EE | $5,148 | $9,806-47.5% | $9,132-43.6% | $6,689-23.0% |
| Admin fee / account holder | $1,674 | $16,372-89.8% | $13,907-88.0% | $13,398-87.5% |