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 4-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 | $65,599 | $177,572-63.1% | $154,803-57.6% | $142,382-53.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 20.34% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,210 | $4,810-54.1% | $4,305-48.7% | $4,299-48.6% |
| Participant deferral / active EE | $6,439 | $6,272+2.7% | $5,540+16.2% | $6,507-1.0% |
| Admin fee / account holder | $705 | $16,786-95.8% | $14,329-95.1% | $12,624-94.4% |