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 | $67,772 | $176,056-61.5% | $159,436-57.5% | $167,490-59.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 207.74% | 331.75%-124.0pp | 263.57%-55.8pp | 478.56%-270.8pp |
| Employer contribution / active EE | $2,092 | $5,297-60.5% | $4,829-56.7% | $4,837-56.8% |
| Participant deferral / active EE | $10,361 | $7,750+33.7% | $7,352+40.9% | $6,341+63.4% |
| Admin fee / account holder | $2,064 | $12,554-83.6% | $10,799-80.9% | $12,309-83.2% |