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 | $64,622 | $210,648-69.3% | $177,989-63.7% | $145,922-55.7% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 11.78% | 385.86%-374.1pp | 294.48%-282.7pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,502 | $4,565-45.2% | $3,949-36.6% | $4,660-46.3% |
| Participant deferral / active EE | $8,499 | $6,958+22.2% | $6,276+35.4% | $6,688+27.1% |
| Admin fee / account holder | $3,531 | $12,013-70.6% | $10,363-65.9% | $13,397-73.6% |