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 | $81,332 | $177,572-54.2% | $154,803-47.5% | $142,382-42.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 24.87% | 65.07%-40.2pp | 58.88%-34.0pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,929 | $4,810-59.9% | $4,305-55.2% | $4,299-55.1% |
| Participant deferral / active EE | $8,629 | $6,272+37.6% | $5,540+55.7% | $6,507+32.6% |
| Admin fee / account holder | $6,215 | $16,786-63.0% | $14,329-56.6% | $12,624-50.8% |