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 | $49,698 | $185,822-73.3% | $169,993-70.8% | $139,434-64.4% |
| Participation rate | 86.7% | 87.8%-1.1pp | 87.0%-0.3pp | 80.3%+6.3pp |
| Annual return | 35.43% | 60.50%-25.1pp | 53.37%-17.9pp | 372.94%-337.5pp |
| Employer contribution / active EE | $2,366 | $7,590-68.8% | $6,785-65.1% | $4,751-50.2% |
| Participant deferral / active EE | $8,986 | $11,622-22.7% | $10,408-13.7% | $6,710+33.9% |
| Admin fee / account holder | $888 | $15,381-94.2% | $12,815-93.1% | $11,403-92.2% |