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 7-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 | $29,726 | $227,553-86.9% | $189,557-84.3% | $167,490-82.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 20.52% | 78.40%-57.9pp | 64.17%-43.6pp | 478.56%-458.0pp |
| Employer contribution / active EE | $1,955 | $5,316-63.2% | $4,412-55.7% | $4,837-59.6% |
| Participant deferral / active EE | $3,677 | $7,002-47.5% | $6,174-40.4% | $6,341-42.0% |
| Admin fee / account holder | $5,278 | $11,878-55.6% | $9,807-46.2% | $12,309-57.1% |