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 | $95,200 | $159,602-40.4% | $150,045-36.6% | $142,382-33.1% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 13.65% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,742 | $4,961-44.7% | $4,693-41.6% | $4,299-36.2% |
| Participant deferral / active EE | $6,511 | $8,310-21.7% | $7,997-18.6% | $6,507+0.1% |
| Admin fee / account holder | $720 | $14,846-95.2% | $13,435-94.6% | $12,624-94.3% |