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 | $87,963 | $209,336-58.0% | $197,124-55.4% | $137,256-35.9% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 12.80% | 48.09%-35.3pp | 44.34%-31.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,626 | $6,591-45.0% | $6,227-41.8% | $4,156-12.8% |
| Participant deferral / active EE | $12,897 | $9,614+34.1% | $9,135+41.2% | $6,407+101.3% |
| Admin fee / account holder | $25,137 | $17,308+45.2% | $16,298+54.2% | $12,270+104.9% |