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 | $40,970 | $209,336-80.4% | $197,124-79.2% | $137,256-70.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 13.09% | 48.09%-35.0pp | 44.34%-31.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,179 | $6,591-66.9% | $6,227-65.0% | $4,156-47.6% |
| Participant deferral / active EE | $3,032 | $9,614-68.5% | $9,135-66.8% | $6,407-52.7% |
| Admin fee / account holder | $696 | $17,308-96.0% | $16,298-95.7% | $12,270-94.3% |