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 | $59,200 | $214,378-72.4% | $200,582-70.5% | $142,382-58.4% |
| Participation rate | 82.4% | 87.4%-5.1pp | 86.9%-4.5pp | 80.1%+2.2pp |
| Annual return | 24.88% | 46.41%-21.5pp | 42.33%-17.5pp | 217.08%-192.2pp |
| Employer contribution / active EE | $4,326 | $6,841-36.8% | $6,419-32.6% | $4,299+0.6% |
| Participant deferral / active EE | $9,215 | $9,865-6.6% | $9,331-1.2% | $6,507+41.6% |
| Admin fee / account holder | $2,052 | $17,692-88.4% | $16,305-87.4% | $12,624-83.7% |