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 3-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 | $62,990 | $106,584-40.9% | $101,326-37.8% | $142,382-55.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 31.56% | 36.93%-5.4pp | 36.82%-5.3pp | 217.08%-185.5pp |
| Employer contribution / active EE | $2,109 | $3,956-46.7% | $3,665-42.5% | $4,299-50.9% |
| Participant deferral / active EE | $5,110 | $8,297-38.4% | $7,994-36.1% | $6,507-21.5% |
| Admin fee / account holder | $5,625 | $11,446-50.9% | $11,185-49.7% | $12,624-55.4% |