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 | $53,106 | $148,534-64.2% | $135,903-60.9% | $139,434-61.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.86% | 79.19%-62.3pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,886 | $5,243-64.0% | $4,856-61.2% | $4,751-60.3% |
| Participant deferral / active EE | $4,259 | $8,100-47.4% | $7,758-45.1% | $6,710-36.5% |
| Admin fee / account holder | $14,968 | $12,400+20.7% | $10,762+39.1% | $11,403+31.3% |