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 | $113,664 | $148,534-23.5% | $135,903-16.4% | $139,434-18.5% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 22.11% | 79.19%-57.1pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,660 | $5,243-49.3% | $4,856-45.2% | $4,751-44.0% |
| Participant deferral / active EE | $13,113 | $8,100+61.9% | $7,758+69.0% | $6,710+95.4% |
| Admin fee / account holder | $1,097 | $12,400-91.2% | $10,762-89.8% | $11,403-90.4% |