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 | $30,179 | $179,726-83.2% | $156,263-80.7% | $142,382-78.8% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.9%+6.1pp | 80.1%+4.9pp |
| Annual return | 18.96% | 77.86%-58.9pp | 59.47%-40.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,061 | $5,069-39.6% | $4,333-29.4% | $4,299-28.8% |
| Participant deferral / active EE | $4,262 | $6,956-38.7% | $6,158-30.8% | $6,507-34.5% |
| Admin fee / account holder | $603 | $17,272-96.5% | $14,255-95.8% | $12,624-95.2% |