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 4-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 | $70,749 | $183,519-61.4% | $155,509-54.5% | $145,922-51.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.82% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,694 | $5,313-49.3% | $4,672-42.3% | $4,660-42.2% |
| Participant deferral / active EE | $8,290 | $6,462+28.3% | $5,626+47.3% | $6,688+24.0% |
| Admin fee / account holder | $27,466 | $19,313+42.2% | $15,912+72.6% | $13,397+105.0% |