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 3-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 | $54,113 | $159,602-66.1% | $150,045-63.9% | $142,382-62.0% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 26.10% | 70.24%-44.1pp | 62.55%-36.4pp | 217.08%-191.0pp |
| Employer contribution / active EE | $2,900 | $4,961-41.5% | $4,693-38.2% | $4,299-32.6% |
| Participant deferral / active EE | $6,814 | $8,310-18.0% | $7,997-14.8% | $6,507+4.7% |
| Admin fee / account holder | $2,156 | $14,846-85.5% | $13,435-84.0% | $12,624-82.9% |