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 | $65,436 | $148,534-55.9% | $135,903-51.9% | $139,434-53.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 30.78% | 79.19%-48.4pp | 68.23%-37.4pp | 372.94%-342.2pp |
| Employer contribution / active EE | $1,970 | $5,243-62.4% | $4,856-59.4% | $4,751-58.5% |
| Participant deferral / active EE | $8,614 | $8,100+6.3% | $7,758+11.0% | $6,710+28.4% |
| Admin fee / account holder | $2,004 | $12,400-83.8% | $10,762-81.4% | $11,403-82.4% |