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 | $130,671 | $159,602-18.1% | $150,045-12.9% | $142,382-8.2% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.81% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,242 | $4,961-54.8% | $4,693-52.2% | $4,299-47.8% |
| Participant deferral / active EE | $5,191 | $8,310-37.5% | $7,997-35.1% | $6,507-20.2% |
| Admin fee / account holder | $45,684 | $14,846+207.7% | $13,435+240.0% | $12,624+261.9% |