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 | $109,845 | $159,901-31.3% | $146,958-25.3% | $145,922-24.7% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 14.64% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,435 | $5,286-53.9% | $4,933-50.6% | $4,660-47.8% |
| Participant deferral / active EE | $6,879 | $8,428-18.4% | $8,070-14.8% | $6,688+2.9% |
| Admin fee / account holder | $4,455 | $15,044-70.4% | $12,998-65.7% | $13,397-66.7% |