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 | $53,985 | $148,534-63.7% | $135,903-60.3% | $139,434-61.3% |
| Participation rate | 76.2% | 83.9%-7.7pp | 81.9%-5.7pp | 80.3%-4.1pp |
| Annual return | 35.83% | 79.19%-43.4pp | 68.23%-32.4pp | 372.94%-337.1pp |
| Employer contribution / active EE | $2,195 | $5,243-58.1% | $4,856-54.8% | $4,751-53.8% |
| Participant deferral / active EE | $6,671 | $8,100-17.6% | $7,758-14.0% | $6,710-0.6% |
| Admin fee / account holder | $1,119 | $12,400-91.0% | $10,762-89.6% | $11,403-90.2% |