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 | $61,423 | $177,572-65.4% | $154,803-60.3% | $142,382-56.9% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 21.49% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,144 | $4,810-55.4% | $4,305-50.2% | $4,299-50.1% |
| Participant deferral / active EE | $3,509 | $6,272-44.1% | $5,540-36.7% | $6,507-46.1% |
| Admin fee / account holder | $420 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |