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 | $53,917 | $201,272-73.2% | $184,203-70.7% | $145,922-63.1% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 18.24% | 29.00%-10.8pp | 28.81%-10.6pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,569 | $7,022-63.4% | $6,427-60.0% | $4,660-44.9% |
| Participant deferral / active EE | $5,413 | $9,806-44.8% | $9,131-40.7% | $6,688-19.1% |
| Admin fee / account holder | $4,379 | $16,364-73.2% | $13,901-68.5% | $13,397-67.3% |