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 | $71,943 | $159,901-55.0% | $146,958-51.0% | $145,922-50.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 19.36% | 98.13%-78.8pp | 418.34%-399.0pp | 561.29%-541.9pp |
| Employer contribution / active EE | $3,085 | $5,286-41.6% | $4,933-37.5% | $4,660-33.8% |
| Participant deferral / active EE | $8,328 | $8,428-1.2% | $8,070+3.2% | $6,688+24.5% |
| Admin fee / account holder | $828 | $15,044-94.5% | $12,998-93.6% | $13,397-93.8% |