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 | $46,760 | $159,901-70.8% | $146,958-68.2% | $145,922-68.0% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 16.20% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,265 | $5,286-57.2% | $4,933-54.1% | $4,660-51.4% |
| Participant deferral / active EE | $3,336 | $8,428-60.4% | $8,070-58.7% | $6,688-50.1% |
| Admin fee / account holder | $1,913 | $15,044-87.3% | $12,998-85.3% | $13,397-85.7% |