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 | $43,246 | $214,378-79.8% | $200,582-78.4% | $142,382-69.6% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 17.87% | 46.41%-28.5pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,880 | $6,841-72.5% | $6,419-70.7% | $4,299-56.3% |
| Participant deferral / active EE | $7,538 | $9,865-23.6% | $9,331-19.2% | $6,507+15.8% |
| Admin fee / account holder | $6,728 | $17,692-62.0% | $16,305-58.7% | $12,624-46.7% |