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 | $62,912 | $159,602-60.6% | $150,045-58.1% | $142,382-55.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 25.41% | 70.24%-44.8pp | 62.55%-37.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $4,909 | $4,961-1.0% | $4,693+4.6% | $4,299+14.2% |
| Participant deferral / active EE | $7,257 | $8,310-12.7% | $7,997-9.3% | $6,507+11.5% |
| Admin fee / account holder | $6,098 | $14,846-58.9% | $13,435-54.6% | $12,624-51.7% |