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 | $80,377 | $177,572-54.7% | $154,803-48.1% | $142,382-43.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 17.34% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,630 | $4,810+37.8% | $4,305+54.0% | $4,299+54.2% |
| Participant deferral / active EE | $5,579 | $6,272-11.0% | $5,540+0.7% | $6,507-14.3% |
| Admin fee / account holder | $2,218 | $16,786-86.8% | $14,329-84.5% | $12,624-82.4% |