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 5-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 | $42,768 | $177,572-75.9% | $154,803-72.4% | $142,382-70.0% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 16.10% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,184 | $4,810-75.4% | $4,305-72.5% | $4,299-72.5% |
| Participant deferral / active EE | $3,071 | $6,272-51.0% | $5,540-44.6% | $6,507-52.8% |
| Admin fee / account holder | $16,537 | $16,786-1.5% | $14,329+15.4% | $12,624+31.0% |