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 6-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 | $67,667 | $177,572-61.9% | $154,803-56.3% | $142,382-52.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 20.53% | 65.07%-44.5pp | 58.88%-38.4pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,756 | $4,810-63.5% | $4,305-59.2% | $4,299-59.2% |
| Participant deferral / active EE | $7,556 | $6,272+20.5% | $5,540+36.4% | $6,507+16.1% |
| Admin fee / account holder | $620 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |