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 | $51,875 | $178,174-70.9% | $156,181-66.8% | $137,256-62.2% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.8%-8.8pp | 80.0%-10.0pp |
| Annual return | 13.56% | 84.19%-70.6pp | 64.87%-51.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,252 | $4,972-54.7% | $4,294-47.6% | $4,156-45.8% |
| Participant deferral / active EE | $3,895 | $6,888-43.4% | $6,132-36.5% | $6,407-39.2% |
| Admin fee / account holder | $8,866 | $17,404-49.1% | $14,586-39.2% | $12,270-27.7% |