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 | $29,843 | $183,519-83.7% | $155,509-80.8% | $145,922-79.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 14.33% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,426 | $5,313-73.2% | $4,672-69.5% | $4,660-69.4% |
| Participant deferral / active EE | $3,452 | $6,462-46.6% | $5,626-38.6% | $6,688-48.4% |
| Admin fee / account holder | $445 | $19,313-97.7% | $15,912-97.2% | $13,397-96.7% |