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 | $55,853 | $105,126-46.9% | $94,646-41.0% | $139,434-59.9% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 18.13% | 38.03%-19.9pp | 156.71%-138.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,511 | $4,106-38.8% | $3,672-31.6% | $4,751-47.2% |
| Participant deferral / active EE | $4,371 | $7,599-42.5% | $7,418-41.1% | $6,710-34.9% |
| Admin fee / account holder | $3,450 | $8,984-61.6% | $7,231-52.3% | $11,403-69.7% |