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 | $59,976 | $183,519-67.3% | $155,509-61.4% | $145,922-58.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 74.26% | 61.17%+13.1pp | 64.67%+9.6pp | 561.29%-487.0pp |
| Employer contribution / active EE | $2,128 | $5,313-60.0% | $4,672-54.5% | $4,660-54.3% |
| Participant deferral / active EE | $10,275 | $6,462+59.0% | $5,626+82.6% | $6,688+53.6% |
| Admin fee / account holder | $753 | $19,313-96.1% | $15,912-95.3% | $13,397-94.4% |