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 | $64,302 | $214,378-70.0% | $200,582-67.9% | $142,382-54.8% |
| Participation rate | 78.9% | 87.4%-8.5pp | 86.9%-7.9pp | 80.1%-1.2pp |
| Annual return | 21.44% | 46.41%-25.0pp | 42.33%-20.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,403 | $6,841-64.9% | $6,419-62.6% | $4,299-44.1% |
| Participant deferral / active EE | $9,618 | $9,865-2.5% | $9,331+3.1% | $6,507+47.8% |
| Admin fee / account holder | $10,985 | $17,692-37.9% | $16,305-32.6% | $12,624-13.0% |