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 | $67,803 | $114,381-40.7% | $107,525-36.9% | $142,382-52.4% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 22.29% | 242.71%-220.4pp | 181.32%-159.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $8,908 | $4,015+121.9% | $3,754+137.3% | $4,299+107.2% |
| Participant deferral / active EE | $5,059 | $5,564-9.1% | $5,116-1.1% | $6,507-22.2% |
| Admin fee / account holder | $925 | $9,860-90.6% | $8,919-89.6% | $12,624-92.7% |