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 3-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 | $42,168 | $159,901-73.6% | $146,958-71.3% | $145,922-71.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 22.95% | 98.13%-75.2pp | 418.34%-395.4pp | 561.29%-538.3pp |
| Employer contribution / active EE | $3,940 | $5,286-25.5% | $4,933-20.1% | $4,660-15.4% |
| Participant deferral / active EE | $9,676 | $8,428+14.8% | $8,070+19.9% | $6,688+44.7% |
| Admin fee / account holder | $10,593 | $15,044-29.6% | $12,998-18.5% | $13,397-20.9% |