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 | $60,974 | $111,535-45.3% | $105,223-42.1% | $137,256-55.6% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 19.12% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,933 | $3,939-50.9% | $3,689-47.6% | $4,156-53.5% |
| Participant deferral / active EE | $7,351 | $5,500+33.7% | $5,072+44.9% | $6,407+14.7% |
| Admin fee / account holder | $5,481 | $9,721-43.6% | $8,859-38.1% | $12,270-55.3% |