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 | $179,726-43.0% | $156,263-34.4% | $142,382-28.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 12.87% | 77.86%-65.0pp | 59.47%-46.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,637 | $5,069-48.0% | $4,333-39.2% | $4,299-38.7% |
| Participant deferral / active EE | $2,881 | $6,956-58.6% | $6,158-53.2% | $6,507-55.7% |
| Admin fee / account holder | $9,983 | $17,272-42.2% | $14,255-30.0% | $12,624-20.9% |