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 | $114,710 | $217,402-47.2% | $185,823-38.3% | $167,490-31.5% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 16.39% | 148.36%-132.0pp | 122.05%-105.7pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,667 | $5,873-54.6% | $5,167-48.4% | $4,837-44.9% |
| Participant deferral / active EE | $3,976 | $6,356-37.4% | $5,568-28.6% | $6,341-37.3% |
| Admin fee / account holder | $1,266 | $19,811-93.6% | $16,237-92.2% | $12,309-89.7% |