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 | $165,584-80.3% | $142,942-77.1% | $137,256-76.2% |
| Participation rate | 71.4% | 80.1%-8.6pp | 76.8%-5.4pp | 80.0%-8.5pp |
| Annual return | 20.75% | 164.22%-143.5pp | 113.70%-92.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,147 | $4,725-12.2% | $4,139+0.2% | $4,156-0.2% |
| Participant deferral / active EE | $5,655 | $8,194-31.0% | $7,128-20.7% | $6,407-11.7% |
| Admin fee / account holder | $4,663 | $16,167-71.2% | $12,475-62.6% | $12,270-62.0% |