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 | $52,308 | $148,534-64.8% | $135,903-61.5% | $139,434-62.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 31.14% | 79.19%-48.0pp | 68.23%-37.1pp | 372.94%-341.8pp |
| Employer contribution / active EE | $2,647 | $5,243-49.5% | $4,856-45.5% | $4,751-44.3% |
| Participant deferral / active EE | $9,604 | $8,100+18.6% | $7,758+23.8% | $6,710+43.1% |
| Admin fee / account holder | $5,529 | $12,400-55.4% | $10,762-48.6% | $11,403-51.5% |