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 | $68,847 | $154,228-55.4% | $145,433-52.7% | $137,256-49.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 20.05% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,992 | $4,804-16.9% | $4,554-12.3% | $4,156-3.9% |
| Participant deferral / active EE | $11,117 | $8,216+35.3% | $7,897+40.8% | $6,407+73.5% |
| Admin fee / account holder | $420 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |