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 8-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 | $44,755 | $214,378-79.1% | $200,582-77.7% | $142,382-68.6% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 14.53% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,223 | $6,841-67.5% | $6,419-65.4% | $4,299-48.3% |
| Participant deferral / active EE | $4,927 | $9,865-50.1% | $9,331-47.2% | $6,507-24.3% |
| Admin fee / account holder | $1,114 | $17,692-93.7% | $16,305-93.2% | $12,624-91.2% |