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 | $101,357 | $177,572-42.9% | $154,803-34.5% | $142,382-28.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 17.22% | 65.07%-47.8pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,324 | $4,810-51.7% | $4,305-46.0% | $4,299-45.9% |
| Participant deferral / active EE | $5,702 | $6,272-9.1% | $5,540+2.9% | $6,507-12.4% |
| Admin fee / account holder | $326 | $16,786-98.1% | $14,329-97.7% | $12,624-97.4% |