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 | $94,002 | $185,822-49.4% | $169,993-44.7% | $139,434-32.6% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 16.70% | 60.50%-43.8pp | 53.37%-36.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,554 | $7,590-66.3% | $6,785-62.4% | $4,751-46.2% |
| Participant deferral / active EE | $7,172 | $11,622-38.3% | $10,408-31.1% | $6,710+6.9% |
| Admin fee / account holder | $871 | $15,381-94.3% | $12,815-93.2% | $11,403-92.4% |