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 | $56,002 | $159,602-64.9% | $150,045-62.7% | $142,382-60.7% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 17.09% | 70.24%-53.1pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,627 | $4,961-47.0% | $4,693-44.0% | $4,299-38.9% |
| Participant deferral / active EE | $7,575 | $8,310-8.8% | $7,997-5.3% | $6,507+16.4% |
| Admin fee / account holder | $2,936 | $14,846-80.2% | $13,435-78.1% | $12,624-76.7% |