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 | $55,209 | $183,519-69.9% | $155,509-64.5% | $145,922-62.2% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 10.28% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,318 | $5,313-75.2% | $4,672-71.8% | $4,660-71.7% |
| Participant deferral / active EE | $2,101 | $6,462-67.5% | $5,626-62.6% | $6,688-68.6% |
| Admin fee / account holder | $1,207 | $19,313-93.7% | $15,912-92.4% | $13,397-91.0% |