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 | $45,119 | $148,534-69.6% | $135,903-66.8% | $139,434-67.6% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 25.78% | 79.19%-53.4pp | 68.23%-42.5pp | 372.94%-347.2pp |
| Employer contribution / active EE | $2,309 | $5,243-56.0% | $4,856-52.4% | $4,751-51.4% |
| Participant deferral / active EE | $8,633 | $8,100+6.6% | $7,758+11.3% | $6,710+28.7% |
| Admin fee / account holder | $1,343 | $12,400-89.2% | $10,762-87.5% | $11,403-88.2% |