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 | $33,968 | $214,378-84.2% | $200,582-83.1% | $142,382-76.1% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 114.46% | 46.41%+68.1pp | 42.33%+72.1pp | 217.08%-102.6pp |
| Employer contribution / active EE | $3,405 | $6,841-50.2% | $6,419-46.9% | $4,299-20.8% |
| Participant deferral / active EE | $7,017 | $9,865-28.9% | $9,331-24.8% | $6,507+7.8% |
| Admin fee / account holder | $6,548 | $17,692-63.0% | $16,305-59.8% | $12,624-48.1% |