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 7-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 | $74,577 | $114,381-34.8% | $107,525-30.6% | $142,382-47.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 19.98% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,014 | $4,0150% | $3,754+6.9% | $4,299-6.6% |
| Participant deferral / active EE | $10,352 | $5,564+86.0% | $5,116+102.4% | $6,507+59.1% |
| Admin fee / account holder | $877 | $9,860-91.1% | $8,919-90.2% | $12,624-93.1% |