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 | $72,329 | $197,591-63.4% | $177,821-59.3% | $158,922-54.5% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.7%-10.8pp | 82.0%-5.0pp |
| Annual return | 44.00% | 58.76%-14.8pp | 48.32%-4.3pp | 302.83%-258.8pp |
| Employer contribution / active EE | $8,511 | $6,697+27.1% | $5,918+43.8% | $4,761+78.8% |
| Participant deferral / active EE | $5,837 | $8,405-30.5% | $7,714-24.3% | $5,982-2.4% |
| Admin fee / account holder | $815 | $15,399-94.7% | $12,427-93.4% | $11,246-92.8% |