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 5-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 | $58,831 | $111,535-47.3% | $105,223-44.1% | $137,256-57.1% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 17.53% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,876 | $3,939+23.8% | $3,689+32.2% | $4,156+17.3% |
| Participant deferral / active EE | $12,881 | $5,500+134.2% | $5,072+154.0% | $6,407+101.1% |
| Admin fee / account holder | $7,527 | $9,721-22.6% | $8,859-15.0% | $12,270-38.7% |