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 | $47,651 | $111,535-57.3% | $105,223-54.7% | $137,256-65.3% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 12.47% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,807 | $3,939-28.7% | $3,689-23.9% | $4,156-32.5% |
| Participant deferral / active EE | $5,013 | $5,500-8.8% | $5,072-1.2% | $6,407-21.8% |
| Admin fee / account holder | $657 | $9,721-93.2% | $8,859-92.6% | $12,270-94.6% |