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 6-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 | $61,949 | $209,336-70.4% | $197,124-68.6% | $137,256-54.9% |
| Participation rate | 78.9% | 87.3%-8.4pp | 86.7%-7.8pp | 80.0%-1.0pp |
| Annual return | 23.34% | 48.09%-24.7pp | 44.34%-21.0pp | 220.34%-197.0pp |
| Employer contribution / active EE | $4,726 | $6,591-28.3% | $6,227-24.1% | $4,156+13.7% |
| Participant deferral / active EE | $7,853 | $9,614-18.3% | $9,135-14.0% | $6,407+22.6% |
| Admin fee / account holder | $9,786 | $17,308-43.5% | $16,298-40.0% | $12,270-20.2% |