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 8-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 | $28,350 | $148,534-80.9% | $135,903-79.1% | $139,434-79.7% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 26.16% | 79.19%-53.0pp | 68.23%-42.1pp | 372.94%-346.8pp |
| Employer contribution / active EE | $3,898 | $5,243-25.7% | $4,856-19.7% | $4,751-18.0% |
| Participant deferral / active EE | $5,208 | $8,100-35.7% | $7,758-32.9% | $6,710-22.4% |
| Admin fee / account holder | $507 | $12,400-95.9% | $10,762-95.3% | $11,403-95.6% |