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 | $51,588 | $159,934-67.7% | $147,005-64.9% | $145,959-64.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.38% | 98.24%-79.9pp | 418.76%-400.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $2,361 | $5,287-55.3% | $4,934-52.1% | $4,661-49.3% |
| Participant deferral / active EE | $8,626 | $8,427+2.4% | $8,070+6.9% | $6,689+29.0% |
| Admin fee / account holder | $5,565 | $15,053-63.0% | $13,006-57.2% | $13,398-58.5% |