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 | $41,149 | $159,602-74.2% | $150,045-72.6% | $142,382-71.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.82% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,229 | $4,961-55.1% | $4,693-52.5% | $4,299-48.2% |
| Participant deferral / active EE | $4,542 | $8,310-45.3% | $7,997-43.2% | $6,507-30.2% |
| Admin fee / account holder | $12,444 | $14,846-16.2% | $13,435-7.4% | $12,624-1.4% |