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 | $48,326 | $177,572-72.8% | $154,803-68.8% | $142,382-66.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 18.74% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,518 | $4,810-68.5% | $4,305-64.8% | $4,299-64.7% |
| Participant deferral / active EE | $4,155 | $6,272-33.7% | $5,540-25.0% | $6,507-36.1% |
| Admin fee / account holder | $2,859 | $16,786-83.0% | $14,329-80.0% | $12,624-77.4% |