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 | $214,378-80.9% | $200,582-79.6% | $142,382-71.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 13.09% | 46.41%-33.3pp | 42.33%-29.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,179 | $6,841-68.2% | $6,419-66.1% | $4,299-49.3% |
| Participant deferral / active EE | $3,032 | $9,865-69.3% | $9,331-67.5% | $6,507-53.4% |
| Admin fee / account holder | $696 | $17,692-96.1% | $16,305-95.7% | $12,624-94.5% |