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 | $41,224 | $159,602-74.2% | $150,045-72.5% | $142,382-71.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 20.69% | 70.24%-49.5pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,659 | $4,961-26.2% | $4,693-22.0% | $4,299-14.9% |
| Participant deferral / active EE | $5,301 | $8,310-36.2% | $7,997-33.7% | $6,507-18.5% |
| Admin fee / account holder | $1,479 | $14,846-90.0% | $13,435-89.0% | $12,624-88.3% |