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 | $44,249 | $177,572-75.1% | $154,803-71.4% | $142,382-68.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 19.25% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,357 | $4,810-30.2% | $4,305-22.0% | $4,299-21.9% |
| Participant deferral / active EE | $4,030 | $6,272-35.7% | $5,540-27.3% | $6,507-38.1% |
| Admin fee / account holder | $4,662 | $16,786-72.2% | $14,329-67.5% | $12,624-63.1% |