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 6-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 | $46,750 | $159,602-70.7% | $150,045-68.8% | $142,382-67.2% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 17.70% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,945 | $4,961-40.6% | $4,693-37.2% | $4,299-31.5% |
| Participant deferral / active EE | $5,194 | $8,310-37.5% | $7,997-35.1% | $6,507-20.2% |
| Admin fee / account holder | $547 | $14,846-96.3% | $13,435-95.9% | $12,624-95.7% |