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 9-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 | $43,080 | $159,602-73.0% | $150,045-71.3% | $142,382-69.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 14.33% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,956 | $4,961-40.4% | $4,693-37.0% | $4,299-31.2% |
| Participant deferral / active EE | $5,047 | $8,310-39.3% | $7,997-36.9% | $6,507-22.4% |
| Admin fee / account holder | $841 | $14,846-94.3% | $13,435-93.7% | $12,624-93.3% |