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 | $28,612 | $177,572-83.9% | $154,803-81.5% | $142,382-79.9% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 16.97% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,209 | $4,810-54.1% | $4,305-48.7% | $4,299-48.6% |
| Participant deferral / active EE | $4,500 | $6,272-28.2% | $5,540-18.8% | $6,507-30.8% |
| Admin fee / account holder | $1,634 | $16,786-90.3% | $14,329-88.6% | $12,624-87.1% |