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 | $35,192 | $159,602-78.0% | $150,045-76.5% | $142,382-75.3% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 13.23% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,940 | $4,961-40.7% | $4,693-37.4% | $4,299-31.6% |
| Participant deferral / active EE | $4,939 | $8,310-40.6% | $7,997-38.2% | $6,507-24.1% |
| Admin fee / account holder | $3,923 | $14,846-73.6% | $13,435-70.8% | $12,624-68.9% |