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 | $183,519-62.5% | $155,509-55.7% | $145,922-52.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.23% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,475 | $5,313-34.6% | $4,672-25.6% | $4,660-25.4% |
| Participant deferral / active EE | $6,937 | $6,462+7.3% | $5,626+23.3% | $6,688+3.7% |
| Admin fee / account holder | $22,637 | $19,313+17.2% | $15,912+42.3% | $13,397+69.0% |