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 | $140,817 | $159,602-11.8% | $150,045-6.2% | $142,382-1.1% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 19.99% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,454 | $4,961-50.5% | $4,693-47.7% | $4,299-42.9% |
| Participant deferral / active EE | $9,529 | $8,310+14.7% | $7,997+19.2% | $6,507+46.4% |
| Admin fee / account holder | $2,935 | $14,846-80.2% | $13,435-78.2% | $12,624-76.8% |