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 | $38,924 | $159,602-75.6% | $150,045-74.1% | $142,382-72.7% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.43% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,949 | $4,961-60.7% | $4,693-58.5% | $4,299-54.7% |
| Participant deferral / active EE | $4,770 | $8,310-42.6% | $7,997-40.4% | $6,507-26.7% |
| Admin fee / account holder | $815 | $14,846-94.5% | $13,435-93.9% | $12,624-93.5% |