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 | $80,117 | $159,602-49.8% | $150,045-46.6% | $142,382-43.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 16.90% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,722 | $4,961-65.3% | $4,693-63.3% | $4,299-60.0% |
| Participant deferral / active EE | $8,150 | $8,310-1.9% | $7,997+1.9% | $6,507+25.2% |
| Admin fee / account holder | $698 | $14,846-95.3% | $13,435-94.8% | $12,624-94.5% |