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 | $123,866 | $159,602-22.4% | $150,045-17.4% | $142,382-13.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 15.37% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,030 | $4,961-59.1% | $4,693-56.7% | $4,299-52.8% |
| Participant deferral / active EE | $3,143 | $8,310-62.2% | $7,997-60.7% | $6,507-51.7% |
| Admin fee / account holder | $1,140 | $14,846-92.3% | $13,435-91.5% | $12,624-91.0% |