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 | $53,737 | $201,272-73.3% | $184,203-70.8% | $145,922-63.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 22.42% | 29.00%-6.6pp | 28.81%-6.4pp | 561.29%-538.9pp |
| Employer contribution / active EE | $4,740 | $7,022-32.5% | $6,427-26.3% | $4,660+1.7% |
| Participant deferral / active EE | $9,400 | $9,806-4.1% | $9,131+2.9% | $6,688+40.6% |
| Admin fee / account holder | $713 | $16,364-95.6% | $13,901-94.9% | $13,397-94.7% |