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 | $63,094 | $163,101-61.3% | $136,749-53.9% | $142,382-55.7% |
| Participation rate | 78.6% | 78.2%+0.3pp | 72.1%+6.4pp | 80.1%-1.5pp |
| Annual return | 13.48% | 27.54%-14.1pp | 24.33%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,093 | $4,117-73.4% | $3,400-67.8% | $4,299-74.6% |
| Participant deferral / active EE | $6,598 | $5,585+18.1% | $4,692+40.6% | $6,507+1.4% |
| Admin fee / account holder | $1,477 | $14,318-89.7% | $11,386-87.0% | $12,624-88.3% |