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 | $76,639 | $183,592-58.3% | $155,567-50.7% | $145,959-47.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.20% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,920 | $5,315-63.9% | $4,674-58.9% | $4,661-58.8% |
| Participant deferral / active EE | $6,814 | $6,464+5.4% | $5,628+21.1% | $6,689+1.9% |
| Admin fee / account holder | $1,129 | $19,318-94.2% | $15,916-92.9% | $13,398-91.6% |