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 5-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 | $84,882 | $183,519-53.7% | $155,509-45.4% | $145,922-41.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.95% | 61.17%-43.2pp | 64.67%-46.7pp | 561.29%-543.3pp |
| Employer contribution / active EE | $5,424 | $5,313+2.1% | $4,672+16.1% | $4,660+16.4% |
| Participant deferral / active EE | $6,402 | $6,462-0.9% | $5,626+13.8% | $6,688-4.3% |
| Admin fee / account holder | $861 | $19,313-95.5% | $15,912-94.6% | $13,397-93.6% |