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 | $102,523 | $178,174-42.5% | $156,181-34.4% | $137,256-25.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 12.87% | 84.19%-71.3pp | 64.87%-52.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,637 | $4,972-47.0% | $4,294-38.6% | $4,156-36.6% |
| Participant deferral / active EE | $2,881 | $6,888-58.2% | $6,132-53.0% | $6,407-55.0% |
| Admin fee / account holder | $9,983 | $17,404-42.6% | $14,586-31.6% | $12,270-18.6% |