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 | $39,344 | $154,228-74.5% | $145,433-72.9% | $137,256-71.3% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 18.50% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,380 | $4,804-50.5% | $4,554-47.7% | $4,156-42.7% |
| Participant deferral / active EE | $5,591 | $8,216-32.0% | $7,897-29.2% | $6,407-12.7% |
| Admin fee / account holder | $3,091 | $14,344-78.5% | $13,129-76.5% | $12,270-74.8% |