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 5-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 | $73,253 | $178,174-58.9% | $156,181-53.1% | $137,256-46.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 14.72% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,292 | $4,972-53.9% | $4,294-46.6% | $4,156-44.9% |
| Participant deferral / active EE | $2,292 | $6,888-66.7% | $6,132-62.6% | $6,407-64.2% |
| Admin fee / account holder | $22,432 | $17,404+28.9% | $14,586+53.8% | $12,270+82.8% |