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 5-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 | $68,806 | $159,901-57.0% | $146,958-53.2% | $145,922-52.8% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 10.18% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $11,085 | $5,286+109.7% | $4,933+124.7% | $4,660+137.9% |
| Participant deferral / active EE | $5,545 | $8,428-34.2% | $8,070-31.3% | $6,688-17.1% |
| Admin fee / account holder | $1,409 | $15,044-90.6% | $12,998-89.2% | $13,397-89.5% |