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 | $16,023 | $154,228-89.6% | $145,433-89.0% | $137,256-88.3% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 17.46% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,321 | $4,804-51.7% | $4,554-49.0% | $4,156-44.2% |
| Participant deferral / active EE | $4,203 | $8,216-48.9% | $7,897-46.8% | $6,407-34.4% |
| Admin fee / account holder | $7,841 | $14,344-45.3% | $13,129-40.3% | $12,270-36.1% |