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 | $37,818 | $165,335-77.1% | $149,696-74.7% | $158,922-76.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 12.30% | 348.15%-335.8pp | 276.60%-264.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,998 | $5,103-41.3% | $4,644-35.5% | $4,761-37.0% |
| Participant deferral / active EE | $7,679 | $7,181+6.9% | $6,842+12.2% | $5,982+28.4% |
| Admin fee / account holder | $5,425 | $10,807-49.8% | $9,309-41.7% | $11,246-51.8% |