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 | $52,897 | $148,534-64.4% | $135,903-61.1% | $139,434-62.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.36% | 79.19%-61.8pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,560 | $5,243-51.2% | $4,856-47.3% | $4,751-46.1% |
| Participant deferral / active EE | $7,367 | $8,100-9.0% | $7,758-5.0% | $6,710+9.8% |
| Admin fee / account holder | $749 | $12,400-94.0% | $10,762-93.0% | $11,403-93.4% |