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 | $172,111-63.1% | $150,298-57.7% | $137,256-53.7% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 16.46% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,079 | $4,636-33.6% | $4,154-25.9% | $4,156-25.9% |
| Participant deferral / active EE | $7,715 | $6,166+25.1% | $5,453+41.5% | $6,407+20.4% |
| Admin fee / account holder | $1,486 | $16,471-91.0% | $14,116-89.5% | $12,270-87.9% |