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 | $43,796 | $159,602-72.6% | $150,045-70.8% | $142,382-69.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 13.27% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,319 | $4,961-53.2% | $4,693-50.6% | $4,299-46.1% |
| Participant deferral / active EE | $5,004 | $8,310-39.8% | $7,997-37.4% | $6,507-23.1% |
| Admin fee / account holder | $756 | $14,846-94.9% | $13,435-94.4% | $12,624-94.0% |