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 | $66,556 | $183,519-63.7% | $155,509-57.2% | $145,922-54.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.64% | 61.17%-43.5pp | 64.67%-47.0pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,104 | $5,313-60.4% | $4,672-55.0% | $4,660-54.9% |
| Participant deferral / active EE | $11,986 | $6,462+85.5% | $5,626+113.0% | $6,688+79.2% |
| Admin fee / account holder | $6,711 | $19,313-65.3% | $15,912-57.8% | $13,397-49.9% |