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 | $46,058 | $159,602-71.1% | $150,045-69.3% | $142,382-67.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.65% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,908 | $4,961-61.5% | $4,693-59.4% | $4,299-55.6% |
| Participant deferral / active EE | $3,215 | $8,310-61.3% | $7,997-59.8% | $6,507-50.6% |
| Admin fee / account holder | $1,340 | $14,846-91.0% | $13,435-90.0% | $12,624-89.4% |