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 | $34,647 | $159,602-78.3% | $150,045-76.9% | $142,382-75.7% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 18.78% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $6,735 | $4,961+35.8% | $4,693+43.5% | $4,299+56.6% |
| Participant deferral / active EE | $14,144 | $8,310+70.2% | $7,997+76.9% | $6,507+117.4% |
| Admin fee / account holder | $3,642 | $14,846-75.5% | $13,435-72.9% | $12,624-71.1% |