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 4-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 | $56,538 | $183,519-69.2% | $155,509-63.6% | $145,922-61.3% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.8pp | 80.3%-1.3pp |
| Annual return | 9.86% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,870 | $5,313-46.0% | $4,672-38.6% | $4,660-38.4% |
| Participant deferral / active EE | $4,663 | $6,462-27.8% | $5,626-17.1% | $6,688-30.3% |
| Admin fee / account holder | $448 | $19,313-97.7% | $15,912-97.2% | $13,397-96.7% |