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 5-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 | $24,026 | $179,726-86.6% | $156,263-84.6% | $142,382-83.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 14.61% | 77.86%-63.2pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,652 | $5,069-67.4% | $4,333-61.9% | $4,299-61.6% |
| Participant deferral / active EE | $3,603 | $6,956-48.2% | $6,158-41.5% | $6,507-44.6% |
| Admin fee / account holder | $489 | $17,272-97.2% | $14,255-96.6% | $12,624-96.1% |