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 | $50,936 | $214,378-76.2% | $200,582-74.6% | $142,382-64.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 13.08% | 46.41%-33.3pp | 42.33%-29.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,911 | $6,841-57.4% | $6,419-54.6% | $4,299-32.3% |
| Participant deferral / active EE | $5,047 | $9,865-48.8% | $9,331-45.9% | $6,507-22.4% |
| Admin fee / account holder | $5,206 | $17,692-70.6% | $16,305-68.1% | $12,624-58.8% |