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 | $30,720 | $185,822-83.5% | $169,993-81.9% | $139,434-78.0% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 27.71% | 60.50%-32.8pp | 53.37%-25.7pp | 372.94%-345.2pp |
| Employer contribution / active EE | $4,106 | $7,590-45.9% | $6,785-39.5% | $4,751-13.6% |
| Participant deferral / active EE | $9,060 | $11,622-22.0% | $10,408-13.0% | $6,710+35.0% |
| Admin fee / account holder | $1,142 | $15,381-92.6% | $12,815-91.1% | $11,403-90.0% |