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 | $50,345 | $183,519-72.6% | $155,509-67.6% | $145,922-65.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 15.72% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,877 | $5,313-64.7% | $4,672-59.8% | $4,660-59.7% |
| Participant deferral / active EE | $5,765 | $6,462-10.8% | $5,626+2.5% | $6,688-13.8% |
| Admin fee / account holder | $2,519 | $19,313-87.0% | $15,912-84.2% | $13,397-81.2% |