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 8-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 | $71,453 | $183,519-61.1% | $155,509-54.1% | $145,922-51.0% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 14.46% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,257 | $5,313-57.5% | $4,672-51.7% | $4,660-51.6% |
| Participant deferral / active EE | $5,919 | $6,462-8.4% | $5,626+5.2% | $6,688-11.5% |
| Admin fee / account holder | $2,988 | $19,313-84.5% | $15,912-81.2% | $13,397-77.7% |