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 3-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 | $50,920 | $183,519-72.3% | $155,509-67.3% | $145,922-65.1% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 18.43% | 61.17%-42.7pp | 64.67%-46.2pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,231 | $5,313-58.0% | $4,672-52.2% | $4,660-52.1% |
| Participant deferral / active EE | $6,571 | $6,462+1.7% | $5,626+16.8% | $6,688-1.7% |
| Admin fee / account holder | $720 | $19,313-96.3% | $15,912-95.5% | $13,397-94.6% |