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 | $154,228-59.3% | $145,433-56.9% | $137,256-54.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.01% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $12,359 | $4,804+157.3% | $4,554+171.4% | $4,156+197.4% |
| Participant deferral / active EE | $21,147 | $8,216+157.4% | $7,897+167.8% | $6,407+230.1% |
| Admin fee / account holder | $55,737 | $14,344+288.6% | $13,129+324.5% | $12,270+354.2% |