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 8-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 | $47,808 | $159,602-70.0% | $150,045-68.1% | $142,382-66.4% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 19.63% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,479 | $4,961-50.0% | $4,693-47.2% | $4,299-42.3% |
| Participant deferral / active EE | $5,310 | $8,310-36.1% | $7,997-33.6% | $6,507-18.4% |
| Admin fee / account holder | $2,796 | $14,846-81.2% | $13,435-79.2% | $12,624-77.9% |