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 | $46,961 | $111,754-58.0% | $103,333-54.6% | $145,922-67.8% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 19.80% | 24.77%-5.0pp | 24.88%-5.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,578 | $4,212-38.8% | $3,868-33.4% | $4,660-44.7% |
| Participant deferral / active EE | $5,322 | $5,619-5.3% | $5,057+5.2% | $6,688-20.4% |
| Admin fee / account holder | $672 | $9,750-93.1% | $8,355-92.0% | $13,397-95.0% |