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 | $27,883 | $177,572-84.3% | $154,803-82.0% | $142,382-80.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 22.23% | 65.07%-42.8pp | 58.88%-36.7pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,498 | $4,810-48.1% | $4,305-42.0% | $4,299-41.9% |
| Participant deferral / active EE | $3,659 | $6,272-41.7% | $5,540-34.0% | $6,507-43.8% |
| Admin fee / account holder | $650 | $16,786-96.1% | $14,329-95.5% | $12,624-94.8% |