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 | $61,424 | $114,381-46.3% | $107,525-42.9% | $142,382-56.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 20.18% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,360 | $4,015-41.2% | $3,754-37.1% | $4,299-45.1% |
| Participant deferral / active EE | $4,900 | $5,564-11.9% | $5,116-4.2% | $6,507-24.7% |
| Admin fee / account holder | $626 | $9,860-93.6% | $8,919-93.0% | $12,624-95.0% |