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 | $32,665 | $172,478-81.1% | $145,661-77.6% | $142,382-77.1% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.2%-5.8pp | 80.1%-8.7pp |
| Annual return | 20.75% | 151.09%-130.3pp | 101.46%-80.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,147 | $4,899-15.4% | $4,238-2.1% | $4,299-3.5% |
| Participant deferral / active EE | $5,655 | $8,348-32.3% | $7,198-21.4% | $6,507-13.1% |
| Admin fee / account holder | $4,663 | $16,864-72.4% | $12,466-62.6% | $12,624-63.1% |