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 | $32,374 | $148,534-78.2% | $135,903-76.2% | $139,434-76.8% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 19.50% | 79.19%-59.7pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,376 | $5,243-73.8% | $4,856-71.7% | $4,751-71.0% |
| Participant deferral / active EE | $4,264 | $8,100-47.4% | $7,758-45.0% | $6,710-36.5% |
| Admin fee / account holder | $2,626 | $12,400-78.8% | $10,762-75.6% | $11,403-77.0% |