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 | $54,412 | $214,378-74.6% | $200,582-72.9% | $142,382-61.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 14.86% | 46.41%-31.5pp | 42.33%-27.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,551 | $6,841-62.7% | $6,419-60.3% | $4,299-40.7% |
| Participant deferral / active EE | $4,900 | $9,865-50.3% | $9,331-47.5% | $6,507-24.7% |
| Admin fee / account holder | $3,718 | $17,692-79.0% | $16,305-77.2% | $12,624-70.5% |