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 3-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 | $93,466 | $179,726-48.0% | $156,263-40.2% | $142,382-34.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 16.90% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,120 | $5,069-38.4% | $4,333-28.0% | $4,299-27.4% |
| Participant deferral / active EE | $6,468 | $6,956-7.0% | $6,158+5.0% | $6,507-0.6% |
| Admin fee / account holder | $2,384 | $17,272-86.2% | $14,255-83.3% | $12,624-81.1% |