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 | $68,984 | $177,572-61.2% | $154,803-55.4% | $142,382-51.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 278.95% | 65.07%+213.9pp | 58.88%+220.1pp | 217.08%+61.9pp |
| Employer contribution / active EE | $1,629 | $4,810-66.1% | $4,305-62.2% | $4,299-62.1% |
| Participant deferral / active EE | $4,560 | $6,272-27.3% | $5,540-17.7% | $6,507-29.9% |
| Admin fee / account holder | $2,983 | $16,786-82.2% | $14,329-79.2% | $12,624-76.4% |