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 | $179,726-62.6% | $156,263-56.9% | $142,382-52.8% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 16.04% | 77.86%-61.8pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,932 | $5,069-42.2% | $4,333-32.3% | $4,299-31.8% |
| Participant deferral / active EE | $7,528 | $6,956+8.2% | $6,158+22.2% | $6,507+15.7% |
| Admin fee / account holder | $11,441 | $17,272-33.8% | $14,255-19.7% | $12,624-9.4% |