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 | $31,102 | $148,534-79.1% | $135,903-77.1% | $139,434-77.7% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 18.58% | 79.19%-60.6pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,182 | $5,243-39.3% | $4,856-34.5% | $4,751-33.0% |
| Participant deferral / active EE | $6,861 | $8,100-15.3% | $7,758-11.6% | $6,710+2.3% |
| Admin fee / account holder | $3,161 | $12,400-74.5% | $10,762-70.6% | $11,403-72.3% |