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 | $78,288 | $108,919-28.1% | $100,391-22.0% | $145,922-46.3% |
| Participation rate | 81.0% | 82.9%-2.0pp | 81.5%-0.5pp | 80.3%+0.7pp |
| Annual return | 15.70% | 57.88%-42.2pp | 49.20%-33.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,300 | $4,419-47.9% | $3,942-41.6% | $4,660-50.6% |
| Participant deferral / active EE | $5,285 | $8,445-37.4% | $8,082-34.6% | $6,688-21.0% |
| Admin fee / account holder | $527 | $9,689-94.6% | $7,899-93.3% | $13,397-96.1% |