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 | $67,583 | $177,572-61.9% | $154,803-56.3% | $142,382-52.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 15.45% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $6,603 | $4,810+37.3% | $4,305+53.4% | $4,299+53.6% |
| Participant deferral / active EE | $3,357 | $6,272-46.5% | $5,540-39.4% | $6,507-48.4% |
| Admin fee / account holder | $2,515 | $16,786-85.0% | $14,329-82.4% | $12,624-80.1% |