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 | $68,813 | $183,592-62.5% | $155,567-55.8% | $145,959-52.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.23% | 61.24%-49.0pp | 64.74%-52.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $3,475 | $5,315-34.6% | $4,674-25.6% | $4,661-25.4% |
| Participant deferral / active EE | $6,937 | $6,464+7.3% | $5,628+23.3% | $6,689+3.7% |
| Admin fee / account holder | $22,637 | $19,318+17.2% | $15,916+42.2% | $13,398+69.0% |