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 | $58,921 | $210,648-72.0% | $177,989-66.9% | $145,922-59.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 11.00% | 385.86%-374.9pp | 294.48%-283.5pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,602 | $4,565-43.0% | $3,949-34.1% | $4,660-44.2% |
| Participant deferral / active EE | $12,297 | $6,958+76.7% | $6,276+95.9% | $6,688+83.9% |
| Admin fee / account holder | $17,691 | $12,013+47.3% | $10,363+70.7% | $13,397+32.1% |