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 3-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 | $28,811 | $172,111-83.3% | $150,298-80.8% | $137,256-79.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 70.26% | 69.37%+0.9pp | 62.79%+7.5pp | 220.34%-150.1pp |
| Employer contribution / active EE | $3,067 | $4,636-33.8% | $4,154-26.2% | $4,156-26.2% |
| Participant deferral / active EE | $7,628 | $6,166+23.7% | $5,453+39.9% | $6,407+19.1% |
| Admin fee / account holder | $3,550 | $16,471-78.4% | $14,116-74.8% | $12,270-71.1% |