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 | $105,281 | $175,202-39.9% | $149,673-29.7% | $139,434-24.5% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 16.55% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,736 | $5,474-50.0% | $4,818-43.2% | $4,751-42.4% |
| Participant deferral / active EE | $6,287 | $6,519-3.6% | $5,680+10.7% | $6,710-6.3% |
| Admin fee / account holder | $2,309 | $16,150-85.7% | $13,210-82.5% | $11,403-79.8% |