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 | $28,954 | $177,572-83.7% | $154,803-81.3% | $142,382-79.7% |
| Participation rate | 70.8% | 82.1%-11.2pp | 78.1%-7.2pp | 80.1%-9.3pp |
| Annual return | 13.66% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,365 | $4,810-50.8% | $4,305-45.1% | $4,299-45.0% |
| Participant deferral / active EE | $3,409 | $6,272-45.6% | $5,540-38.5% | $6,507-47.6% |
| Admin fee / account holder | $9,317 | $16,786-44.5% | $14,329-35.0% | $12,624-26.2% |