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 8-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 | $64,720 | $114,381-43.4% | $107,525-39.8% | $142,382-54.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 17.93% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,860 | $4,015-28.8% | $3,754-23.8% | $4,299-33.5% |
| Participant deferral / active EE | $7,115 | $5,564+27.9% | $5,116+39.1% | $6,507+9.3% |
| Admin fee / account holder | $425 | $9,860-95.7% | $8,919-95.2% | $12,624-96.6% |