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 | $59,055 | $114,381-48.4% | $107,525-45.1% | $142,382-58.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 17.39% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,621 | $4,015-59.6% | $3,754-56.8% | $4,299-62.3% |
| Participant deferral / active EE | $8,565 | $5,564+53.9% | $5,116+67.4% | $6,507+31.6% |
| Admin fee / account holder | $2,835 | $9,860-71.3% | $8,919-68.2% | $12,624-77.5% |