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 | $25,008 | $183,519-86.4% | $155,509-83.9% | $145,922-82.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.24% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,332 | $5,313-37.3% | $4,672-28.7% | $4,660-28.5% |
| Participant deferral / active EE | $5,982 | $6,462-7.4% | $5,626+6.3% | $6,688-10.6% |
| Admin fee / account holder | $7,754 | $19,313-59.9% | $15,912-51.3% | $13,397-42.1% |