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 | $108,682 | $159,602-31.9% | $150,045-27.6% | $142,382-23.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 15.13% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $20,441 | $4,961+312.1% | $4,693+335.6% | $4,299+375.5% |
| Participant deferral / active EE | $12,560 | $8,310+51.1% | $7,997+57.1% | $6,507+93.0% |
| Admin fee / account holder | $902 | $14,846-93.9% | $13,435-93.3% | $12,624-92.9% |