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 | $41,787 | $217,402-80.8% | $185,823-77.5% | $167,490-75.1% |
| Participation rate | 72.7% | 86.0%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 10.59% | 148.36%-137.8pp | 122.05%-111.5pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,775 | $5,873-69.8% | $5,167-65.7% | $4,837-63.3% |
| Participant deferral / active EE | $4,258 | $6,356-33.0% | $5,568-23.5% | $6,341-32.9% |
| Admin fee / account holder | $540 | $19,811-97.3% | $16,237-96.7% | $12,309-95.6% |