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 | $61,867 | $158,398-60.9% | $126,539-51.1% | $142,382-56.5% |
| Participation rate | 71.4% | 75.8%-4.4pp | 69.8%+1.6pp | 80.1%-8.7pp |
| Annual return | 10.86% | 593.76%-582.9pp | 425.95%-415.1pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,671 | $4,650-64.1% | $3,674-54.5% | $4,299-61.1% |
| Participant deferral / active EE | $5,381 | $4,767+12.9% | $4,083+31.8% | $6,507-17.3% |
| Admin fee / account holder | $10,265 | $6,918+48.4% | $6,065+69.3% | $12,624-18.7% |