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 | $65,324 | $183,519-64.4% | $155,509-58.0% | $145,922-55.2% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 29.15% | 61.17%-32.0pp | 64.67%-35.5pp | 561.29%-532.1pp |
| Employer contribution / active EE | $2,101 | $5,313-60.5% | $4,672-55.0% | $4,660-54.9% |
| Participant deferral / active EE | $4,735 | $6,462-26.7% | $5,626-15.8% | $6,688-29.2% |
| Admin fee / account holder | $545 | $19,313-97.2% | $15,912-96.6% | $13,397-95.9% |