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 | $67,094 | $154,228-56.5% | $145,433-53.9% | $137,256-51.1% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 13.96% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,203 | $4,804-75.0% | $4,554-73.6% | $4,156-71.1% |
| Participant deferral / active EE | $2,850 | $8,216-65.3% | $7,897-63.9% | $6,407-55.5% |
| Admin fee / account holder | $1,119 | $14,344-92.2% | $13,129-91.5% | $12,270-90.9% |