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 | $159,602-82.5% | $150,045-81.3% | $142,382-80.3% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 20.45% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,780 | $4,961-43.9% | $4,693-40.8% | $4,299-35.3% |
| Participant deferral / active EE | $5,159 | $8,310-37.9% | $7,997-35.5% | $6,507-20.7% |
| Admin fee / account holder | $1,206 | $14,846-91.9% | $13,435-91.0% | $12,624-90.4% |