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 | $22,758 | $183,519-87.6% | $155,509-85.4% | $145,922-84.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.24% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,200 | $5,313-39.8% | $4,672-31.5% | $4,660-31.3% |
| Participant deferral / active EE | $3,200 | $6,462-50.5% | $5,626-43.1% | $6,688-52.2% |
| Admin fee / account holder | $1,322 | $19,313-93.2% | $15,912-91.7% | $13,397-90.1% |