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 8-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 | $52,410 | $159,602-67.2% | $150,045-65.1% | $142,382-63.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.31% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,883 | $4,961-21.7% | $4,693-17.3% | $4,299-9.7% |
| Participant deferral / active EE | $7,358 | $8,310-11.5% | $7,997-8.0% | $6,507+13.1% |
| Admin fee / account holder | $925 | $14,846-93.8% | $13,435-93.1% | $12,624-92.7% |