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 | $32,397 | $210,408-84.6% | $153,485-78.9% | $145,922-77.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.42% | 13.37%-0.9pp | 15.65%-3.2pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,881 | $6,048-68.9% | $5,039-62.7% | $4,660-59.6% |
| Participant deferral / active EE | $2,787 | $7,975-65.1% | $6,757-58.8% | $6,688-58.3% |
| Admin fee / account holder | $12,041 | $19,419-38.0% | $12,724-5.4% | $13,397-10.1% |