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 | $57,380 | $148,534-61.4% | $135,903-57.8% | $139,434-58.8% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 17.31% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,438 | $5,243-53.5% | $4,856-49.8% | $4,751-48.7% |
| Participant deferral / active EE | $9,932 | $8,100+22.6% | $7,758+28.0% | $6,710+48.0% |
| Admin fee / account holder | $3,541 | $12,400-71.4% | $10,762-67.1% | $11,403-68.9% |