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 | $95,716 | $159,602-40.0% | $150,045-36.2% | $142,382-32.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.63% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,890 | $4,961-41.7% | $4,693-38.4% | $4,299-32.8% |
| Participant deferral / active EE | $4,738 | $8,310-43.0% | $7,997-40.8% | $6,507-27.2% |
| Admin fee / account holder | $1,024 | $14,846-93.1% | $13,435-92.4% | $12,624-91.9% |