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 | $64,481 | $183,592-64.9% | $155,567-58.6% | $145,959-55.8% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 11.85% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,954 | $5,315-44.4% | $4,674-36.8% | $4,661-36.6% |
| Participant deferral / active EE | $5,803 | $6,464-10.2% | $5,628+3.1% | $6,689-13.2% |
| Admin fee / account holder | $326 | $19,318-98.3% | $15,916-98.0% | $13,398-97.6% |