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 | $65,502 | $177,572-63.1% | $154,803-57.7% | $142,382-54.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 21.32% | 65.07%-43.7pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,463 | $4,810-48.8% | $4,305-42.8% | $4,299-42.7% |
| Participant deferral / active EE | $8,088 | $6,272+29.0% | $5,540+46.0% | $6,507+24.3% |
| Admin fee / account holder | $2,202 | $16,786-86.9% | $14,329-84.6% | $12,624-82.6% |