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 | $41,514 | $148,534-72.1% | $135,903-69.5% | $139,434-70.2% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 20.16% | 79.19%-59.0pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,788 | $5,243-27.8% | $4,856-22.0% | $4,751-20.3% |
| Participant deferral / active EE | $7,799 | $8,100-3.7% | $7,758+0.5% | $6,710+16.2% |
| Admin fee / account holder | $4,654 | $12,400-62.5% | $10,762-56.8% | $11,403-59.2% |