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 | $81,149 | $159,602-49.2% | $150,045-45.9% | $142,382-43.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 17.49% | 70.24%-52.7pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,567 | $4,961-7.9% | $4,693-2.7% | $4,299+6.2% |
| Participant deferral / active EE | $9,462 | $8,310+13.9% | $7,997+18.3% | $6,507+45.4% |
| Admin fee / account holder | $1,754 | $14,846-88.2% | $13,435-86.9% | $12,624-86.1% |