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 10-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 | $67,468 | $183,519-63.2% | $155,509-56.6% | $145,922-53.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 13.14% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $14,969 | $5,313+181.8% | $4,672+220.4% | $4,660+221.2% |
| Participant deferral / active EE | $5,963 | $6,462-7.7% | $5,626+6.0% | $6,688-10.8% |
| Admin fee / account holder | $1,663 | $19,313-91.4% | $15,912-89.5% | $13,397-87.6% |