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 6-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 | $61,672 | $202,432-69.5% | $169,368-63.6% | $139,434-55.8% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 21.96% | 531.74%-509.8pp | 405.60%-383.6pp | 372.94%-351.0pp |
| Employer contribution / active EE | $3,266 | $4,692-30.4% | $4,013-18.6% | $4,751-31.3% |
| Participant deferral / active EE | $7,583 | $6,938+9.3% | $6,221+21.9% | $6,710+13.0% |
| Admin fee / account holder | $4,449 | $10,708-58.5% | $9,003-50.6% | $11,403-61.0% |