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 | $66,958 | $165,984-59.7% | $164,813-59.4% | $145,922-54.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 13.66% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,556 | $5,273-32.6% | $4,341-18.1% | $4,660-23.7% |
| Participant deferral / active EE | $7,243 | $6,959+4.1% | $6,031+20.1% | $6,688+8.3% |
| Admin fee / account holder | $1,476 | $16,648-91.1% | $12,690-88.4% | $13,397-89.0% |