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 | $32,495 | $159,602-79.6% | $150,045-78.3% | $142,382-77.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 15.81% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,528 | $4,961-69.2% | $4,693-67.4% | $4,299-64.5% |
| Participant deferral / active EE | $3,835 | $8,310-53.9% | $7,997-52.1% | $6,507-41.1% |
| Admin fee / account holder | $470 | $14,846-96.8% | $13,435-96.5% | $12,624-96.3% |