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 9-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 | $58,734 | $183,592-68.0% | $155,567-62.2% | $145,959-59.8% |
| Participation rate | 72.2% | 82.7%-10.5pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 13.49% | 61.24%-47.8pp | 64.74%-51.2pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,253 | $5,315-57.6% | $4,674-51.8% | $4,661-51.7% |
| Participant deferral / active EE | $4,564 | $6,464-29.4% | $5,628-18.9% | $6,689-31.8% |
| Admin fee / account holder | $3,356 | $19,318-82.6% | $15,916-78.9% | $13,398-75.0% |