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 | $35,473 | $159,602-77.8% | $150,045-76.4% | $142,382-75.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 21.01% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $5,057 | $4,961+1.9% | $4,693+7.7% | $4,299+17.6% |
| Participant deferral / active EE | $9,932 | $8,310+19.5% | $7,997+24.2% | $6,507+52.6% |
| Admin fee / account holder | $1,208 | $14,846-91.9% | $13,435-91.0% | $12,624-90.4% |