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 | $62,192 | $201,272-69.1% | $184,203-66.2% | $145,922-57.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 23.09% | 29.00%-5.9pp | 28.81%-5.7pp | 561.29%-538.2pp |
| Employer contribution / active EE | $6,189 | $7,022-11.9% | $6,427-3.7% | $4,660+32.8% |
| Participant deferral / active EE | $16,109 | $9,806+64.3% | $9,131+76.4% | $6,688+140.9% |
| Admin fee / account holder | $6,620 | $16,364-59.5% | $13,901-52.4% | $13,397-50.6% |