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 5-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 | $47,569 | $177,572-73.2% | $154,803-69.3% | $142,382-66.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 15.47% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,813 | $4,810-41.5% | $4,305-34.7% | $4,299-34.6% |
| Participant deferral / active EE | $6,495 | $6,272+3.6% | $5,540+17.2% | $6,507-0.2% |
| Admin fee / account holder | $4,206 | $16,786-74.9% | $14,329-70.6% | $12,624-66.7% |