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 | $70,870 | $159,901-55.7% | $146,958-51.8% | $145,922-51.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 19.33% | 98.13%-78.8pp | 418.34%-399.0pp | 561.29%-542.0pp |
| Employer contribution / active EE | $3,765 | $5,286-28.8% | $4,933-23.7% | $4,660-19.2% |
| Participant deferral / active EE | $10,607 | $8,428+25.8% | $8,070+31.4% | $6,688+58.6% |
| Admin fee / account holder | $1,588 | $15,044-89.4% | $12,998-87.8% | $13,397-88.1% |