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 | $62,728 | $159,602-60.7% | $150,045-58.2% | $142,382-55.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 19.01% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $12,359 | $4,961+149.1% | $4,693+163.3% | $4,299+187.5% |
| Participant deferral / active EE | $21,147 | $8,310+154.5% | $7,997+164.4% | $6,507+225.0% |
| Admin fee / account holder | $55,737 | $14,846+275.4% | $13,435+314.9% | $12,624+341.5% |