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 7-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 | $19,109 | $159,602-88.0% | $150,045-87.3% | $142,382-86.6% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 14.35% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,410 | $4,961-31.3% | $4,693-27.3% | $4,299-20.7% |
| Participant deferral / active EE | $4,537 | $8,310-45.4% | $7,997-43.3% | $6,507-30.3% |
| Admin fee / account holder | $5,002 | $14,846-66.3% | $13,435-62.8% | $12,624-60.4% |