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 | $60,102 | $179,726-66.6% | $156,263-61.5% | $142,382-57.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 23.49% | 77.86%-54.4pp | 59.47%-36.0pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,587 | $5,069-68.7% | $4,333-63.4% | $4,299-63.1% |
| Participant deferral / active EE | $7,670 | $6,956+10.3% | $6,158+24.5% | $6,507+17.9% |
| Admin fee / account holder | $2,737 | $17,272-84.2% | $14,255-80.8% | $12,624-78.3% |