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 | $43,759 | $159,901-72.6% | $146,958-70.2% | $145,922-70.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.37% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,490 | $5,286-34.0% | $4,933-29.3% | $4,660-25.1% |
| Participant deferral / active EE | $9,059 | $8,428+7.5% | $8,070+12.3% | $6,688+35.5% |
| Admin fee / account holder | $8,711 | $15,044-42.1% | $12,998-33.0% | $13,397-35.0% |