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 10-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 | $32,694 | $148,534-78.0% | $135,903-75.9% | $139,434-76.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.51% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,855 | $5,243-64.6% | $4,856-61.8% | $4,751-61.0% |
| Participant deferral / active EE | $3,525 | $8,100-56.5% | $7,758-54.6% | $6,710-47.5% |
| Admin fee / account holder | $1,177 | $12,400-90.5% | $10,762-89.1% | $11,403-89.7% |