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 | $74,460 | $177,572-58.1% | $154,803-51.9% | $142,382-47.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 29.27% | 65.07%-35.8pp | 58.88%-29.6pp | 217.08%-187.8pp |
| Employer contribution / active EE | $2,284 | $4,810-52.5% | $4,305-46.9% | $4,299-46.9% |
| Participant deferral / active EE | $7,677 | $6,272+22.4% | $5,540+38.6% | $6,507+18.0% |
| Admin fee / account holder | $2,991 | $16,786-82.2% | $14,329-79.1% | $12,624-76.3% |