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 | $31,784 | $159,602-80.1% | $150,045-78.8% | $142,382-77.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 19.68% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,206 | $4,961-35.4% | $4,693-31.7% | $4,299-25.4% |
| Participant deferral / active EE | $6,161 | $8,310-25.9% | $7,997-23.0% | $6,507-5.3% |
| Admin fee / account holder | $1,189 | $14,846-92.0% | $13,435-91.2% | $12,624-90.6% |