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 9-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 | $62,366 | $115,770-46.1% | $101,248-38.4% | $158,922-60.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 59.55% | 56.14%+3.4pp | 46.47%+13.1pp | 302.83%-243.3pp |
| Employer contribution / active EE | $2,591 | $4,175-37.9% | $3,660-29.2% | $4,761-45.6% |
| Participant deferral / active EE | $7,108 | $4,957+43.4% | $4,370+62.6% | $5,982+18.8% |
| Admin fee / account holder | $690 | $7,245-90.5% | $5,945-88.4% | $11,246-93.9% |