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 | $75,633 | $148,534-49.1% | $135,903-44.3% | $139,434-45.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.12% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,737 | $5,243-28.7% | $4,856-23.1% | $4,751-21.3% |
| Participant deferral / active EE | $7,901 | $8,100-2.5% | $7,758+1.8% | $6,710+17.7% |
| Admin fee / account holder | $42,759 | $12,400+244.8% | $10,762+297.3% | $11,403+275.0% |