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 | $28,010 | $154,228-81.8% | $145,433-80.7% | $137,256-79.6% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 20.45% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,780 | $4,804-42.1% | $4,554-39.0% | $4,156-33.1% |
| Participant deferral / active EE | $5,159 | $8,216-37.2% | $7,897-34.7% | $6,407-19.5% |
| Admin fee / account holder | $1,206 | $14,344-91.6% | $13,129-90.8% | $12,270-90.2% |