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 | $93,137 | $179,726-48.2% | $156,263-40.4% | $142,382-34.6% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 17.21% | 77.86%-60.6pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,063 | $5,069-19.9% | $4,333-6.2% | $4,299-5.5% |
| Participant deferral / active EE | $10,299 | $6,956+48.1% | $6,158+67.2% | $6,507+58.3% |
| Admin fee / account holder | $4,464 | $17,272-74.2% | $14,255-68.7% | $12,624-64.6% |