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 9-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 | $76,280 | $209,411-63.6% | $178,490-57.3% | $158,922-52.0% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 15.11% | 188.75%-173.6pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,461 | $5,706-56.9% | $5,011-50.9% | $4,761-48.3% |
| Participant deferral / active EE | $2,462 | $5,954-58.7% | $5,202-52.7% | $5,982-58.9% |
| Admin fee / account holder | $6,471 | $17,074-62.1% | $13,984-53.7% | $11,246-42.5% |