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 | $40,636 | $183,519-77.9% | $155,509-73.9% | $145,922-72.2% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 13.87% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,873 | $5,313-64.8% | $4,672-59.9% | $4,660-59.8% |
| Participant deferral / active EE | $3,978 | $6,462-38.4% | $5,626-29.3% | $6,688-40.5% |
| Admin fee / account holder | $498 | $19,313-97.4% | $15,912-96.9% | $13,397-96.3% |