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 | $46,932 | $159,602-70.6% | $150,045-68.7% | $142,382-67.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.22% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,109 | $4,961-57.5% | $4,693-55.1% | $4,299-50.9% |
| Participant deferral / active EE | $6,236 | $8,310-25.0% | $7,997-22.0% | $6,507-4.2% |
| Admin fee / account holder | $1,116 | $14,846-92.5% | $13,435-91.7% | $12,624-91.2% |