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 | $56,739 | $148,534-61.8% | $135,903-58.3% | $139,434-59.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 21.21% | 79.19%-58.0pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $3,171 | $5,243-39.5% | $4,856-34.7% | $4,751-33.2% |
| Participant deferral / active EE | $8,617 | $8,100+6.4% | $7,758+11.1% | $6,710+28.4% |
| Admin fee / account holder | $1,059 | $12,400-91.5% | $10,762-90.2% | $11,403-90.7% |