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 | $73,226 | $165,984-55.9% | $164,813-55.6% | $145,922-49.8% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-6.9pp |
| Annual return | 13.49% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,977 | $5,273-62.5% | $4,341-54.4% | $4,660-57.6% |
| Participant deferral / active EE | $8,430 | $6,959+21.1% | $6,031+39.8% | $6,688+26.1% |
| Admin fee / account holder | $2,403 | $16,648-85.6% | $12,690-81.1% | $13,397-82.1% |