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 | $45,554 | $148,534-69.3% | $135,903-66.5% | $139,434-67.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.71% | 79.19%-60.5pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,475 | $5,243-52.8% | $4,856-49.0% | $4,751-47.9% |
| Participant deferral / active EE | $9,700 | $8,100+19.7% | $7,758+25.0% | $6,710+44.5% |
| Admin fee / account holder | $7,140 | $12,400-42.4% | $10,762-33.7% | $11,403-37.4% |