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 7-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 | $109,747 | $214,378-48.8% | $200,582-45.3% | $142,382-22.9% |
| Participation rate | 76.5% | 87.4%-11.0pp | 86.9%-10.4pp | 80.1%-3.6pp |
| Annual return | 16.62% | 46.41%-29.8pp | 42.33%-25.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,346 | $9,865-45.8% | $9,331-42.7% | $6,507-17.9% |
| Admin fee / account holder | $4,794 | $17,692-72.9% | $16,305-70.6% | $12,624-62.0% |