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 | $57,338 | $214,378-73.3% | $200,582-71.4% | $142,382-59.7% |
| Participation rate | 73.3% | 87.4%-14.1pp | 86.9%-13.6pp | 80.1%-6.8pp |
| Annual return | 15.34% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,771 | $6,841-59.5% | $6,419-56.8% | $4,299-35.5% |
| Participant deferral / active EE | $5,372 | $9,865-45.5% | $9,331-42.4% | $6,507-17.4% |
| Admin fee / account holder | $618 | $17,692-96.5% | $16,305-96.2% | $12,624-95.1% |