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 | $56,975 | $177,572-67.9% | $154,803-63.2% | $142,382-60.0% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 15.63% | 65.07%-49.4pp | 58.88%-43.3pp | 217.08%-201.4pp |
| Employer contribution / active EE | $903 | $4,810-81.2% | $4,305-79.0% | $4,299-79.0% |
| Participant deferral / active EE | $4,347 | $6,272-30.7% | $5,540-21.5% | $6,507-33.2% |
| Admin fee / account holder | $3,454 | $16,786-79.4% | $14,329-75.9% | $12,624-72.6% |