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 | $62,061 | $137,414-54.8% | $189,513-67.3% | $85,850-27.7% |
| Participation rate | 92.3% | 84.6%+7.7pp | 87.8%+4.5pp | 69.3%+23.0pp |
| Annual return | 21.64% | 38.14%-16.5pp | 555.15%-533.5pp | 318.53%-296.9pp |
| Employer contribution / active EE | $3,547 | $4,344-18.4% | $6,162-42.4% | $2,565+38.3% |
| Participant deferral / active EE | $9,346 | $6,260+49.3% | $8,221+13.7% | $3,952+136.5% |
| Admin fee / account holder | $4,964 | $8,630-42.5% | $12,045-58.8% | $6,260-20.7% |