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 3-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 | $65,398 | $177,572-63.2% | $154,803-57.8% | $142,382-54.1% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 35.16% | 65.07%-29.9pp | 58.88%-23.7pp | 217.08%-181.9pp |
| Employer contribution / active EE | $6,529 | $4,810+35.7% | $4,305+51.7% | $4,299+51.9% |
| Participant deferral / active EE | $5,140 | $6,272-18.0% | $5,540-7.2% | $6,507-21.0% |
| Admin fee / account holder | $6,717 | $16,786-60.0% | $14,329-53.1% | $12,624-46.8% |