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 3-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 | $25,973 | $183,519-85.8% | $155,509-83.3% | $145,922-82.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 12.56% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $4,176 | $5,313-21.4% | $4,672-10.6% | $4,660-10.4% |
| Participant deferral / active EE | $5,767 | $6,462-10.8% | $5,626+2.5% | $6,688-13.8% |
| Admin fee / account holder | $1,783 | $19,313-90.8% | $15,912-88.8% | $13,397-86.7% |