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 | $37,451 | $159,602-76.5% | $150,045-75.0% | $142,382-73.7% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 13.32% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,311 | $4,961-53.4% | $4,693-50.7% | $4,299-46.2% |
| Participant deferral / active EE | $7,218 | $8,310-13.1% | $7,997-9.7% | $6,507+10.9% |
| Admin fee / account holder | $16,030 | $14,846+8.0% | $13,435+19.3% | $12,624+27.0% |