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 | $36,402 | $177,572-79.5% | $154,803-76.5% | $142,382-74.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 16.84% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,393 | $4,810-71.1% | $4,305-67.7% | $4,299-67.6% |
| Participant deferral / active EE | $3,063 | $6,272-51.2% | $5,540-44.7% | $6,507-52.9% |
| Admin fee / account holder | $5,136 | $16,786-69.4% | $14,329-64.2% | $12,624-59.3% |