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 | $26,838 | $138,044-80.6% | $125,339-78.6% | $134,475-80.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 8.22% | 750.33%-742.1pp | 572.05%-563.8pp | 417.96%-409.7pp |
| Employer contribution / active EE | $2,535 | $5,243-51.7% | $4,814-47.3% | $4,740-46.5% |
| Participant deferral / active EE | $5,210 | $7,799-33.2% | $7,446-30.0% | $6,400-18.6% |
| Admin fee / account holder | $8,665 | $11,571-25.1% | $10,010-13.4% | $11,426-24.2% |