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 | $33,558 | $185,822-81.9% | $169,993-80.3% | $139,434-75.9% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 59.39% | 60.50%-1.1pp | 53.37%+6.0pp | 372.94%-313.5pp |
| Employer contribution / active EE | $3,619 | $7,590-52.3% | $6,785-46.7% | $4,751-23.8% |
| Participant deferral / active EE | $9,156 | $11,622-21.2% | $10,408-12.0% | $6,710+36.4% |
| Admin fee / account holder | $2,026 | $15,381-86.8% | $12,815-84.2% | $11,403-82.2% |