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 4-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 | $56,903 | $148,534-61.7% | $135,903-58.1% | $139,434-59.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 26.76% | 79.19%-52.4pp | 68.23%-41.5pp | 372.94%-346.2pp |
| Employer contribution / active EE | $24,829 | $5,243+373.6% | $4,856+411.3% | $4,751+422.6% |
| Participant deferral / active EE | $2,494 | $8,100-69.2% | $7,758-67.9% | $6,710-62.8% |
| Admin fee / account holder | $1,434 | $12,400-88.4% | $10,762-86.7% | $11,403-87.4% |