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 | $62,992 | $108,919-42.2% | $100,391-37.3% | $145,922-56.8% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 18.49% | 57.88%-39.4pp | 49.20%-30.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $3,046 | $4,419-31.1% | $3,942-22.7% | $4,660-34.6% |
| Participant deferral / active EE | $19,817 | $8,445+134.7% | $8,082+145.2% | $6,688+196.3% |
| Admin fee / account holder | $14,052 | $9,689+45.0% | $7,899+77.9% | $13,397+4.9% |