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 5-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 | $29,259 | $175,202-83.3% | $149,673-80.5% | $139,434-79.0% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 93.67% | 166.71%-73.0pp | 134.42%-40.7pp | 372.94%-279.3pp |
| Employer contribution / active EE | $2,835 | $5,474-48.2% | $4,818-41.1% | $4,751-40.3% |
| Participant deferral / active EE | $3,716 | $6,519-43.0% | $5,680-34.6% | $6,710-44.6% |
| Admin fee / account holder | $1,694 | $16,150-89.5% | $13,210-87.2% | $11,403-85.1% |