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 | $32,175 | $124,319-74.1% | $111,297-71.1% | $167,490-80.8% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 14.72% | 37.44%-22.7pp | 54.65%-39.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,729 | $3,435-20.6% | $2,731-0.1% | $4,837-43.6% |
| Participant deferral / active EE | $5,164 | $5,180-0.3% | $4,487+15.1% | $6,341-18.6% |
| Admin fee / account holder | $1,603 | $10,618-84.9% | $7,964-79.9% | $12,309-87.0% |