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 | $32,604 | $183,519-82.2% | $155,509-79.0% | $145,922-77.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.26% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,384 | $5,313-73.9% | $4,672-70.4% | $4,660-70.3% |
| Participant deferral / active EE | $6,157 | $6,462-4.7% | $5,626+9.4% | $6,688-7.9% |
| Admin fee / account holder | $751 | $19,313-96.1% | $15,912-95.3% | $13,397-94.4% |