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 | $14,539 | $180,749-92.0% | $160,784-91.0% | $137,256-89.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 20.54% | 2234.46%-2213.9pp | 1803.92%-1783.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,689 | $4,155+12.8% | $3,733+25.6% | $4,156+12.8% |
| Participant deferral / active EE | $6,535 | $6,844-4.5% | $6,293+3.9% | $6,407+2.0% |
| Admin fee / account holder | $8,490 | $10,397-18.3% | $9,717-12.6% | $12,270-30.8% |