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 | $50,911 | $93,571-45.6% | $135,903-62.5% | $75,163-32.3% |
| Participation rate | 74.7% | 75.2%-0.5pp | 81.9%-7.2pp | 67.2%+7.5pp |
| Annual return | 30.87% | 30.90%0pp | 68.23%-37.4pp | 160.62%-129.7pp |
| Employer contribution / active EE | $4,732 | $3,537+33.8% | $4,856-2.6% | $2,670+77.2% |
| Participant deferral / active EE | $11,748 | $6,404+83.5% | $7,758+51.4% | $4,125+184.8% |
| Admin fee / account holder | $1,376 | $6,975-80.3% | $10,762-87.2% | $5,651-75.6% |