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 | $63,539 | $177,572-64.2% | $154,803-59.0% | $142,382-55.4% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 16.46% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,079 | $4,810-36.0% | $4,305-28.5% | $4,299-28.4% |
| Participant deferral / active EE | $7,715 | $6,272+23.0% | $5,540+39.2% | $6,507+18.6% |
| Admin fee / account holder | $1,486 | $16,786-91.1% | $14,329-89.6% | $12,624-88.2% |