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 | $79,852 | $201,272-60.3% | $184,203-56.6% | $145,922-45.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 20.61% | 29.00%-8.4pp | 28.81%-8.2pp | 561.29%-540.7pp |
| Employer contribution / active EE | $8,613 | $7,022+22.7% | $6,427+34.0% | $4,660+84.8% |
| Participant deferral / active EE | $11,920 | $9,806+21.6% | $9,131+30.5% | $6,688+78.2% |
| Admin fee / account holder | $496 | $16,364-97.0% | $13,901-96.4% | $13,397-96.3% |