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 | $61,562 | $154,228-60.1% | $145,433-57.7% | $137,256-55.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 30.05% | 74.59%-44.5pp | 66.58%-36.5pp | 220.34%-190.3pp |
| Employer contribution / active EE | $10,824 | $4,804+125.3% | $4,554+137.7% | $4,156+160.4% |
| Participant deferral / active EE | $6,567 | $8,216-20.1% | $7,897-16.8% | $6,407+2.5% |
| Admin fee / account holder | $2,322 | $14,344-83.8% | $13,129-82.3% | $12,270-81.1% |