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 | $99,016 | $159,602-38.0% | $150,045-34.0% | $142,382-30.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 17.54% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,619 | $4,961-47.2% | $4,693-44.2% | $4,299-39.1% |
| Participant deferral / active EE | $8,245 | $8,310-0.8% | $7,997+3.1% | $6,507+26.7% |
| Admin fee / account holder | $5,590 | $14,846-62.3% | $13,435-58.4% | $12,624-55.7% |