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 | $31,890 | $159,602-80.0% | $150,045-78.7% | $142,382-77.6% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 19.83% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,662 | $4,961-66.5% | $4,693-64.6% | $4,299-61.3% |
| Participant deferral / active EE | $6,299 | $8,310-24.2% | $7,997-21.2% | $6,507-3.2% |
| Admin fee / account holder | $442 | $14,846-97.0% | $13,435-96.7% | $12,624-96.5% |