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 8-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 | $52,412 | $183,592-71.5% | $155,567-66.3% | $145,959-64.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.49% | 61.24%-44.7pp | 64.74%-48.2pp | 561.95%-545.5pp |
| Employer contribution / active EE | $2,837 | $5,315-46.6% | $4,674-39.3% | $4,661-39.1% |
| Participant deferral / active EE | $4,802 | $6,464-25.7% | $5,628-14.7% | $6,689-28.2% |
| Admin fee / account holder | $3,272 | $19,318-83.1% | $15,916-79.4% | $13,398-75.6% |