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 4-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 | $71,342 | $175,202-59.3% | $149,673-52.3% | $139,434-48.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.87% | 166.71%-145.8pp | 134.42%-113.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,039 | $5,474-62.7% | $4,818-57.7% | $4,751-57.1% |
| Participant deferral / active EE | $6,101 | $6,519-6.4% | $5,680+7.4% | $6,710-9.1% |
| Admin fee / account holder | $441 | $16,150-97.3% | $13,210-96.7% | $11,403-96.1% |