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 | $27,455 | $179,726-84.7% | $156,263-82.4% | $142,382-80.7% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 22.78% | 77.86%-55.1pp | 59.47%-36.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,818 | $5,069-44.4% | $4,333-35.0% | $4,299-34.5% |
| Participant deferral / active EE | $5,783 | $6,956-16.9% | $6,158-6.1% | $6,507-11.1% |
| Admin fee / account holder | $6,177 | $17,272-64.2% | $14,255-56.7% | $12,624-51.1% |