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 | $22,835 | $159,602-85.7% | $150,045-84.8% | $142,382-84.0% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 22.98% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $3,046 | $4,961-38.6% | $4,693-35.1% | $4,299-29.1% |
| Participant deferral / active EE | $5,556 | $8,310-33.1% | $7,997-30.5% | $6,507-14.6% |
| Admin fee / account holder | $468 | $14,846-96.8% | $13,435-96.5% | $12,624-96.3% |