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 | $44,565 | $92,798-52.0% | $96,707-53.9% | $137,256-67.5% |
| Participation rate | 71.4% | 81.6%-10.2pp | 80.4%-8.9pp | 80.0%-8.5pp |
| Annual return | 17.76% | 31.24%-13.5pp | 34.78%-17.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,235 | $4,147-22.0% | $4,191-22.8% | $4,156-22.2% |
| Participant deferral / active EE | $3,872 | $5,877-34.1% | $5,997-35.4% | $6,407-39.6% |
| Admin fee / account holder | $7,667 | $7,946-3.5% | $7,503+2.2% | $12,270-37.5% |