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 | $47,651 | $114,381-58.3% | $107,525-55.7% | $142,382-66.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 12.47% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,807 | $4,015-30.1% | $3,754-25.2% | $4,299-34.7% |
| Participant deferral / active EE | $5,013 | $5,564-9.9% | $5,116-2.0% | $6,507-23.0% |
| Admin fee / account holder | $657 | $9,860-93.3% | $8,919-92.6% | $12,624-94.8% |