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 | $57,370 | $166,020-65.4% | $164,866-65.2% | $145,959-60.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 14.37% | 100.08%-85.7pp | 69.97%-55.6pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,605 | $5,275-50.6% | $4,343-40.0% | $4,661-44.1% |
| Participant deferral / active EE | $7,897 | $6,961+13.4% | $6,033+30.9% | $6,689+18.1% |
| Admin fee / account holder | $4,568 | $16,644-72.6% | $12,689-64.0% | $13,398-65.9% |