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 6-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 | $67,275 | $178,174-62.2% | $156,181-56.9% | $137,256-51.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 16.04% | 84.19%-68.1pp | 64.87%-48.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,932 | $4,972-41.0% | $4,294-31.7% | $4,156-29.5% |
| Participant deferral / active EE | $7,528 | $6,888+9.3% | $6,132+22.8% | $6,407+17.5% |
| Admin fee / account holder | $11,441 | $17,404-34.3% | $14,586-21.6% | $12,270-6.8% |