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 | $33,228 | $148,534-77.6% | $135,903-75.6% | $139,434-76.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 23.77% | 79.19%-55.4pp | 68.23%-44.5pp | 372.94%-349.2pp |
| Employer contribution / active EE | $2,780 | $5,243-47.0% | $4,856-42.8% | $4,751-41.5% |
| Participant deferral / active EE | $4,711 | $8,100-41.8% | $7,758-39.3% | $6,710-29.8% |
| Admin fee / account holder | $343 | $12,400-97.2% | $10,762-96.8% | $11,403-97.0% |