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 | $62,171 | $172,478-64.0% | $145,661-57.3% | $142,382-56.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.2%-2.2pp | 80.1%-5.1pp |
| Annual return | 39.08% | 151.09%-112.0pp | 101.46%-62.4pp | 217.08%-178.0pp |
| Employer contribution / active EE | $2,622 | $4,899-46.5% | $4,238-38.1% | $4,299-39.0% |
| Participant deferral / active EE | $10,440 | $8,348+25.1% | $7,198+45.0% | $6,507+60.4% |
| Admin fee / account holder | $4,073 | $16,864-75.9% | $12,466-67.3% | $12,624-67.7% |