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 | $32,843 | $175,202-81.3% | $149,673-78.1% | $139,434-76.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.89% | 166.71%-145.8pp | 134.42%-113.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,072 | $5,474-62.1% | $4,818-57.0% | $4,751-56.4% |
| Participant deferral / active EE | $6,662 | $6,519+2.2% | $5,680+17.3% | $6,710-0.7% |
| Admin fee / account holder | $371 | $16,150-97.7% | $13,210-97.2% | $11,403-96.7% |