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 | $79,656 | $183,519-56.6% | $155,509-48.8% | $145,922-45.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.73% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,984 | $5,313-25.0% | $4,672-14.7% | $4,660-14.5% |
| Participant deferral / active EE | $8,771 | $6,462+35.7% | $5,626+55.9% | $6,688+31.2% |
| Admin fee / account holder | $2,973 | $19,313-84.6% | $15,912-81.3% | $13,397-77.8% |