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 | $71,867 | $148,534-51.6% | $135,903-47.1% | $139,434-48.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.20% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,087 | $5,243-60.2% | $4,856-57.0% | $4,751-56.1% |
| Participant deferral / active EE | $9,313 | $8,100+15.0% | $7,758+20.0% | $6,710+38.8% |
| Admin fee / account holder | $2,725 | $12,400-78.0% | $10,762-74.7% | $11,403-76.1% |