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 | $66,044 | $114,381-42.3% | $107,525-38.6% | $142,382-53.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 20.83% | 242.71%-221.9pp | 181.32%-160.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,993 | $4,015-50.3% | $3,754-46.9% | $4,299-53.6% |
| Participant deferral / active EE | $7,906 | $5,564+42.1% | $5,116+54.6% | $6,507+21.5% |
| Admin fee / account holder | $377 | $9,860-96.2% | $8,919-95.8% | $12,624-97.0% |