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 | $18,787 | $202,432-90.7% | $169,368-88.9% | $139,434-86.5% |
| Participation rate | 81.3% | 81.1%+0.2pp | 77.1%+4.1pp | 80.3%+0.9pp |
| Annual return | 16.72% | 531.74%-515.0pp | 405.60%-388.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,376 | $4,692-70.7% | $4,013-65.7% | $4,751-71.0% |
| Participant deferral / active EE | $4,259 | $6,938-38.6% | $6,221-31.5% | $6,710-36.5% |
| Admin fee / account holder | $498 | $10,708-95.4% | $9,003-94.5% | $11,403-95.6% |