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 | $32,242 | $175,202-81.6% | $149,673-78.5% | $139,434-76.9% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 15.07% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,523 | $5,474-72.2% | $4,818-68.4% | $4,751-67.9% |
| Participant deferral / active EE | $5,238 | $6,519-19.6% | $5,680-7.8% | $6,710-21.9% |
| Admin fee / account holder | $398 | $16,150-97.5% | $13,210-97.0% | $11,403-96.5% |