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 5-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 | $37,366 | $159,602-76.6% | $150,045-75.1% | $142,382-73.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 17.42% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,336 | $4,961-73.1% | $4,693-71.5% | $4,299-68.9% |
| Participant deferral / active EE | $6,290 | $8,310-24.3% | $7,997-21.4% | $6,507-3.3% |
| Admin fee / account holder | $1,159 | $14,846-92.2% | $13,435-91.4% | $12,624-90.8% |