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 | $71,302 | $214,378-66.7% | $200,582-64.5% | $142,382-49.9% |
| Participation rate | 78.3% | 87.4%-9.2pp | 86.9%-8.6pp | 80.1%-1.9pp |
| Annual return | 22.32% | 46.41%-24.1pp | 42.33%-20.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,704 | $6,841-75.1% | $6,419-73.4% | $4,299-60.4% |
| Participant deferral / active EE | $6,321 | $9,865-35.9% | $9,331-32.3% | $6,507-2.9% |
| Admin fee / account holder | $2,765 | $17,692-84.4% | $16,305-83.0% | $12,624-78.1% |