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 | $95,160 | $158,398-39.9% | $126,539-24.8% | $142,382-33.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 13.56% | 593.76%-580.2pp | 425.95%-412.4pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,799 | $4,650-61.3% | $3,674-51.0% | $4,299-58.2% |
| Participant deferral / active EE | $5,881 | $4,767+23.4% | $4,083+44.1% | $6,507-9.6% |
| Admin fee / account holder | $813 | $6,918-88.3% | $6,065-86.6% | $12,624-93.6% |