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 | $100,902 | $183,519-45.0% | $155,509-35.1% | $145,922-30.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.79% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,151 | $5,313-78.3% | $4,672-75.4% | $4,660-75.3% |
| Participant deferral / active EE | $2,173 | $6,462-66.4% | $5,626-61.4% | $6,688-67.5% |
| Admin fee / account holder | $2,740 | $19,313-85.8% | $15,912-82.8% | $13,397-79.5% |