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 | $214,378-59.0% | $200,582-56.1% | $142,382-38.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 12.80% | 46.41%-33.6pp | 42.33%-29.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,626 | $6,841-47.0% | $6,419-43.5% | $4,299-15.7% |
| Participant deferral / active EE | $12,897 | $9,865+30.7% | $9,331+38.2% | $6,507+98.2% |
| Admin fee / account holder | $25,137 | $17,692+42.1% | $16,305+54.2% | $12,624+99.1% |