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 | $39,428 | $179,726-78.1% | $156,263-74.8% | $142,382-72.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 24.33% | 77.86%-53.5pp | 59.47%-35.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $3,233 | $5,069-36.2% | $4,333-25.4% | $4,299-24.8% |
| Participant deferral / active EE | $9,217 | $6,956+32.5% | $6,158+49.7% | $6,507+41.6% |
| Admin fee / account holder | $1,458 | $17,272-91.6% | $14,255-89.8% | $12,624-88.4% |