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 | $25,511 | $124,281-79.5% | $109,143-76.6% | $167,490-84.8% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 13.41% | 26.04%-12.6pp | 25.75%-12.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,436 | $4,207-65.9% | $3,722-61.4% | $4,837-70.3% |
| Participant deferral / active EE | $3,033 | $5,255-42.3% | $4,653-34.8% | $6,341-52.2% |
| Admin fee / account holder | $1,785 | $7,970-77.6% | $6,752-73.6% | $12,309-85.5% |