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 | $58,679 | $148,534-60.5% | $135,903-56.8% | $139,434-57.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 14.55% | 79.19%-64.6pp | 68.23%-53.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $4,310 | $5,243-17.8% | $4,856-11.2% | $4,751-9.3% |
| Participant deferral / active EE | $7,689 | $8,100-5.1% | $7,758-0.9% | $6,710+14.6% |
| Admin fee / account holder | $56,994 | $12,400+359.6% | $10,762+429.6% | $11,403+399.8% |