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 | $59,705 | $165,984-64.0% | $164,813-63.8% | $145,922-59.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.44% | 100.03%-87.6pp | 69.93%-57.5pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,507 | $5,273-52.5% | $4,341-42.3% | $4,660-46.2% |
| Participant deferral / active EE | $2,507 | $6,959-64.0% | $6,031-58.4% | $6,688-62.5% |
| Admin fee / account holder | $10,859 | $16,648-34.8% | $12,690-14.4% | $13,397-18.9% |