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 5-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 | $35,382 | $114,381-69.1% | $107,525-67.1% | $142,382-75.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 21.06% | 242.71%-221.6pp | 181.32%-160.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,301 | $4,015-67.6% | $3,754-65.3% | $4,299-69.7% |
| Participant deferral / active EE | $4,780 | $5,564-14.1% | $5,116-6.6% | $6,507-26.5% |
| Admin fee / account holder | $5,034 | $9,860-48.9% | $8,919-43.6% | $12,624-60.1% |