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 | $93,920 | $159,602-41.2% | $150,045-37.4% | $142,382-34.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 21.54% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,537 | $4,961-69.0% | $4,693-67.3% | $4,299-64.3% |
| Participant deferral / active EE | $4,711 | $8,310-43.3% | $7,997-41.1% | $6,507-27.6% |
| Admin fee / account holder | $399 | $14,846-97.3% | $13,435-97.0% | $12,624-96.8% |