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 | $57,635 | $165,335-65.1% | $149,696-61.5% | $158,922-63.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.24% | 348.15%-335.9pp | 276.60%-264.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $940 | $5,103-81.6% | $4,644-79.8% | $4,761-80.3% |
| Participant deferral / active EE | $13,891 | $7,181+93.4% | $6,842+103.0% | $5,982+132.2% |
| Admin fee / account holder | $4,306 | $10,807-60.2% | $9,309-53.7% | $11,246-61.7% |