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 | $172,111-61.9% | $150,298-56.4% | $137,256-52.3% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 21.32% | 69.37%-48.0pp | 62.79%-41.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,463 | $4,636-46.9% | $4,154-40.7% | $4,156-40.7% |
| Participant deferral / active EE | $8,088 | $6,166+31.2% | $5,453+48.3% | $6,407+26.2% |
| Admin fee / account holder | $2,202 | $16,471-86.6% | $14,116-84.4% | $12,270-82.1% |