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 9-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 | $67,250 | $159,602-57.9% | $150,045-55.2% | $142,382-52.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 19.48% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,128 | $4,961-57.1% | $4,693-54.7% | $4,299-50.5% |
| Participant deferral / active EE | $4,738 | $8,310-43.0% | $7,997-40.7% | $6,507-27.2% |
| Admin fee / account holder | $965 | $14,846-93.5% | $13,435-92.8% | $12,624-92.4% |