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 4-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 | $52,446 | $159,602-67.1% | $150,045-65.0% | $142,382-63.2% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 22.72% | 70.24%-47.5pp | 62.55%-39.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,608 | $4,961-27.3% | $4,693-23.1% | $4,299-16.1% |
| Participant deferral / active EE | $6,073 | $8,310-26.9% | $7,997-24.1% | $6,507-6.7% |
| Admin fee / account holder | $1,607 | $14,846-89.2% | $13,435-88.0% | $12,624-87.3% |