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 | $60,789 | $185,822-67.3% | $169,993-64.2% | $139,434-56.4% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 27.27% | 60.50%-33.2pp | 53.37%-26.1pp | 372.94%-345.7pp |
| Employer contribution / active EE | $3,450 | $7,590-54.6% | $6,785-49.2% | $4,751-27.4% |
| Participant deferral / active EE | $12,448 | $11,622+7.1% | $10,408+19.6% | $6,710+85.5% |
| Admin fee / account holder | $52,556 | $15,381+241.7% | $12,815+310.1% | $11,403+360.9% |