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 | $26,248 | $148,534-82.3% | $135,903-80.7% | $139,434-81.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 19.16% | 79.19%-60.0pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,431 | $5,243-53.6% | $4,856-49.9% | $4,751-48.8% |
| Participant deferral / active EE | $5,392 | $8,100-33.4% | $7,758-30.5% | $6,710-19.6% |
| Admin fee / account holder | $1,135 | $12,400-90.8% | $10,762-89.5% | $11,403-90.0% |