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 | $53,824 | $162,781-66.9% | $133,956-59.8% | $158,922-66.1% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 11.84% | 41.94%-30.1pp | 45.09%-33.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,581 | $4,975-68.2% | $3,919-59.7% | $4,761-66.8% |
| Participant deferral / active EE | $3,394 | $5,911-42.6% | $5,048-32.8% | $5,982-43.3% |
| Admin fee / account holder | $7,605 | $11,736-35.2% | $8,927-14.8% | $11,246-32.4% |