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 | $60,102 | $178,174-66.3% | $156,181-61.5% | $137,256-56.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 23.49% | 84.19%-60.7pp | 64.87%-41.4pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,587 | $4,972-68.1% | $4,294-63.1% | $4,156-61.8% |
| Participant deferral / active EE | $7,670 | $6,888+11.4% | $6,132+25.1% | $6,407+19.7% |
| Admin fee / account holder | $2,737 | $17,404-84.3% | $14,586-81.2% | $12,270-77.7% |