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 | $69,748 | $148,534-53.0% | $135,903-48.7% | $139,434-50.0% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 33.40% | 79.19%-45.8pp | 68.23%-34.8pp | 372.94%-339.5pp |
| Employer contribution / active EE | $8,248 | $5,243+57.3% | $4,856+69.9% | $4,751+73.6% |
| Participant deferral / active EE | $6,221 | $8,100-23.2% | $7,758-19.8% | $6,710-7.3% |
| Admin fee / account holder | $1,410 | $12,400-88.6% | $10,762-86.9% | $11,403-87.6% |