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 6-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 | $39,875 | $214,378-81.4% | $200,582-80.1% | $142,382-72.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 24.59% | 46.41%-21.8pp | 42.33%-17.7pp | 217.08%-192.5pp |
| Employer contribution / active EE | $3,338 | $6,841-51.2% | $6,419-48.0% | $4,299-22.4% |
| Participant deferral / active EE | $9,541 | $9,865-3.3% | $9,331+2.3% | $6,507+46.6% |
| Admin fee / account holder | $3,420 | $17,692-80.7% | $16,305-79.0% | $12,624-72.9% |