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 | $111,711 | $159,934-30.2% | $147,005-24.0% | $145,959-23.5% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 16.10% | 98.24%-82.1pp | 418.76%-402.7pp | 561.95%-545.8pp |
| Employer contribution / active EE | $2,903 | $5,287-45.1% | $4,934-41.2% | $4,661-37.7% |
| Participant deferral / active EE | $8,680 | $8,427+3.0% | $8,070+7.6% | $6,689+29.8% |
| Admin fee / account holder | $1,373 | $15,053-90.9% | $13,006-89.4% | $13,398-89.8% |