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 3-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 | $78,296 | $178,174-56.1% | $156,181-49.9% | $137,256-43.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 16.32% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,578 | $4,972-68.3% | $4,294-63.2% | $4,156-62.0% |
| Participant deferral / active EE | $5,220 | $6,888-24.2% | $6,132-14.9% | $6,407-18.5% |
| Admin fee / account holder | $914 | $17,404-94.7% | $14,586-93.7% | $12,270-92.5% |