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 | $70,655 | $185,822-62.0% | $169,993-58.4% | $139,434-49.3% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 29.67% | 60.50%-30.8pp | 53.37%-23.7pp | 372.94%-343.3pp |
| Employer contribution / active EE | $4,037 | $7,590-46.8% | $6,785-40.5% | $4,751-15.0% |
| Participant deferral / active EE | $9,808 | $11,622-15.6% | $10,408-5.8% | $6,710+46.2% |
| Admin fee / account holder | $331 | $15,381-97.8% | $12,815-97.4% | $11,403-97.1% |