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 | $32,193 | $118,450-72.8% | $98,439-67.3% | $139,434-76.9% |
| Participation rate | 77.8% | 77.4%+0.3pp | 75.2%+2.6pp | 80.3%-2.5pp |
| Annual return | 22.02% | 18.94%+3.1pp | 21.16%+0.9pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,243 | $3,609-37.9% | $3,048-26.4% | $4,751-52.8% |
| Participant deferral / active EE | $6,636 | $5,392+23.1% | $4,738+40.1% | $6,710-1.1% |
| Admin fee / account holder | $488 | $14,026-96.5% | $8,948-94.5% | $11,403-95.7% |