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 | $72,719 | $159,602-54.4% | $150,045-51.5% | $142,382-48.9% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 18.07% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,457 | $4,961-50.5% | $4,693-47.7% | $4,299-42.9% |
| Participant deferral / active EE | $7,615 | $8,310-8.4% | $7,997-4.8% | $6,507+17.0% |
| Admin fee / account holder | $5,479 | $14,846-63.1% | $13,435-59.2% | $12,624-56.6% |