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 4-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 | $53,455 | $148,534-64.0% | $135,903-60.7% | $139,434-61.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.35% | 79.19%-60.8pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,951 | $5,243-43.7% | $4,856-39.2% | $4,751-37.9% |
| Participant deferral / active EE | $9,820 | $8,100+21.2% | $7,758+26.6% | $6,710+46.3% |
| Admin fee / account holder | $3,554 | $12,400-71.3% | $10,762-67.0% | $11,403-68.8% |