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 | $183,592-63.3% | $155,567-56.6% | $145,959-53.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 13.14% | 61.24%-48.1pp | 64.74%-51.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $14,969 | $5,315+181.6% | $4,674+220.3% | $4,661+221.2% |
| Participant deferral / active EE | $5,963 | $6,464-7.8% | $5,628+5.9% | $6,689-10.9% |
| Admin fee / account holder | $1,663 | $19,318-91.4% | $15,916-89.6% | $13,398-87.6% |