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 | $114,381-46.7% | $107,525-43.3% | $142,382-57.2% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 19.12% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,933 | $4,015-51.9% | $3,754-48.5% | $4,299-55.0% |
| Participant deferral / active EE | $7,351 | $5,564+32.1% | $5,116+43.7% | $6,507+13.0% |
| Admin fee / account holder | $5,481 | $9,860-44.4% | $8,919-38.5% | $12,624-56.6% |