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 6-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 | $42,412 | $159,602-73.4% | $150,045-71.7% | $142,382-70.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 17.25% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,313 | $4,961-33.2% | $4,693-29.4% | $4,299-22.9% |
| Participant deferral / active EE | $7,620 | $8,310-8.3% | $7,997-4.7% | $6,507+17.1% |
| Admin fee / account holder | $1,682 | $14,846-88.7% | $13,435-87.5% | $12,624-86.7% |