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 | $43,964 | $178,174-75.3% | $156,181-71.9% | $137,256-68.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 20.80% | 84.19%-63.4pp | 64.87%-44.1pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,649 | $4,972-66.8% | $4,294-61.6% | $4,156-60.3% |
| Participant deferral / active EE | $5,483 | $6,888-20.4% | $6,132-10.6% | $6,407-14.4% |
| Admin fee / account holder | $1,000 | $17,404-94.3% | $14,586-93.1% | $12,270-91.9% |