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 8-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 | $43,624 | $177,572-75.4% | $154,803-71.8% | $142,382-69.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 19.92% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,095 | $4,810-56.5% | $4,305-51.3% | $4,299-51.3% |
| Participant deferral / active EE | $4,107 | $6,272-34.5% | $5,540-25.9% | $6,507-36.9% |
| Admin fee / account holder | $2,258 | $16,786-86.5% | $14,329-84.2% | $12,624-82.1% |