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 5-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 | $32,690 | $114,381-71.4% | $107,525-69.6% | $142,382-77.0% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 14.62% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,493 | $4,015-62.8% | $3,754-60.2% | $4,299-65.3% |
| Participant deferral / active EE | $7,042 | $5,564+26.6% | $5,116+37.7% | $6,507+8.2% |
| Admin fee / account holder | $1,926 | $9,860-80.5% | $8,919-78.4% | $12,624-84.7% |