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 8-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 | $27,117 | $148,534-81.7% | $135,903-80.0% | $139,434-80.6% |
| Participation rate | 70.8% | 83.9%-13.0pp | 81.9%-11.1pp | 80.3%-9.5pp |
| Annual return | 22.66% | 79.19%-56.5pp | 68.23%-45.6pp | 372.94%-350.3pp |
| Employer contribution / active EE | $2,901 | $5,243-44.7% | $4,856-40.3% | $4,751-38.9% |
| Participant deferral / active EE | $4,967 | $8,100-38.7% | $7,758-36.0% | $6,710-26.0% |
| Admin fee / account holder | $3,281 | $12,400-73.5% | $10,762-69.5% | $11,403-71.2% |