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 5-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 | $36,561 | $159,602-77.1% | $150,045-75.6% | $142,382-74.3% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 13.02% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,862 | $4,961-22.1% | $4,693-17.7% | $4,299-10.2% |
| Participant deferral / active EE | $5,547 | $8,310-33.3% | $7,997-30.6% | $6,507-14.8% |
| Admin fee / account holder | $5,436 | $14,846-63.4% | $13,435-59.5% | $12,624-56.9% |