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 | $104,747 | $148,534-29.5% | $135,903-22.9% | $139,434-24.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.97% | 79.19%-56.2pp | 68.23%-45.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $3,183 | $5,243-39.3% | $4,856-34.5% | $4,751-33.0% |
| Participant deferral / active EE | $14,546 | $8,100+79.6% | $7,758+87.5% | $6,710+116.8% |
| Admin fee / account holder | $1,444 | $12,400-88.4% | $10,762-86.6% | $11,403-87.3% |