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 | $108,688 | $214,378-49.3% | $200,582-45.8% | $142,382-23.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 35.67% | 46.41%-10.7pp | 42.33%-6.7pp | 217.08%-181.4pp |
| Employer contribution / active EE | $3,424 | $6,841-49.9% | $6,419-46.7% | $4,299-20.3% |
| Participant deferral / active EE | $12,514 | $9,865+26.9% | $9,331+34.1% | $6,507+92.3% |
| Admin fee / account holder | $6,826 | $17,692-61.4% | $16,305-58.1% | $12,624-45.9% |