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 | $33,008 | $217,402-84.8% | $185,823-82.2% | $167,490-80.3% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 12.49% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,335 | $5,873-77.3% | $5,167-74.2% | $4,837-72.4% |
| Participant deferral / active EE | $4,703 | $6,356-26.0% | $5,568-15.5% | $6,341-25.8% |
| Admin fee / account holder | $564 | $19,811-97.2% | $16,237-96.5% | $12,309-95.4% |