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 | $50,551 | $163,101-69.0% | $136,749-63.0% | $142,382-64.5% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 15.01% | 27.54%-12.5pp | 24.33%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,157 | $4,117-23.3% | $3,400-7.1% | $4,299-26.6% |
| Participant deferral / active EE | $3,827 | $5,585-31.5% | $4,692-18.4% | $6,507-41.2% |
| Admin fee / account holder | $4,157 | $14,318-71.0% | $11,386-63.5% | $12,624-67.1% |