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 | $71,540 | $106,584-32.9% | $101,326-29.4% | $142,382-49.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 15.67% | 36.93%-21.3pp | 36.82%-21.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,676 | $3,956+43.5% | $3,665+54.9% | $4,299+32.0% |
| Participant deferral / active EE | $13,535 | $8,297+63.1% | $7,994+69.3% | $6,507+108.0% |
| Admin fee / account holder | $20,544 | $11,446+79.5% | $11,185+83.7% | $12,624+62.7% |