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 | $129,672 | $214,378-39.5% | $200,582-35.4% | $142,382-8.9% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 14.98% | 46.41%-31.4pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,048 | $6,841-70.1% | $6,419-68.1% | $4,299-52.4% |
| Participant deferral / active EE | $19,883 | $9,865+101.6% | $9,331+113.1% | $6,507+205.6% |
| Admin fee / account holder | $22,855 | $17,692+29.2% | $16,305+40.2% | $12,624+81.0% |