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 | $86,793 | $201,259-56.9% | $184,200-52.9% | $145,959-40.5% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+8.0pp |
| Annual return | 11.12% | 28.98%-17.9pp | 28.80%-17.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $4,509 | $7,018-35.7% | $6,424-29.8% | $4,661-3.3% |
| Participant deferral / active EE | $7,327 | $9,806-25.3% | $9,132-19.8% | $6,689+9.6% |
| Admin fee / account holder | $535 | $16,372-96.7% | $13,907-96.2% | $13,398-96.0% |