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 | $17,855 | $110,261-83.8% | $95,745-81.4% | $139,434-87.2% |
| Participation rate | 70.0% | 75.8%-5.8pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 22.14% | 27.11%-5.0pp | 28.35%-6.2pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,151 | $3,257-64.7% | $2,835-59.4% | $4,751-75.8% |
| Participant deferral / active EE | $1,701 | $4,676-63.6% | $4,245-59.9% | $6,710-74.6% |
| Admin fee / account holder | $1,257 | $6,613-81.0% | $5,678-77.9% | $11,403-89.0% |