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 | $37,674 | $148,534-74.6% | $135,903-72.3% | $139,434-73.0% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 24.82% | 79.19%-54.4pp | 68.23%-43.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $3,349 | $5,243-36.1% | $4,856-31.0% | $4,751-29.5% |
| Participant deferral / active EE | $4,766 | $8,100-41.2% | $7,758-38.6% | $6,710-29.0% |
| Admin fee / account holder | $8,247 | $12,400-33.5% | $10,762-23.4% | $11,403-27.7% |