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 3-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 | $97,509 | $183,519-46.9% | $155,509-37.3% | $145,922-33.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 12.71% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,673 | $5,313-49.7% | $4,672-42.8% | $4,660-42.6% |
| Participant deferral / active EE | $6,363 | $6,462-1.5% | $5,626+13.1% | $6,688-4.9% |
| Admin fee / account holder | $406 | $19,313-97.9% | $15,912-97.4% | $13,397-97.0% |