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 | $66,969 | $167,484-60.0% | $151,611-55.8% | $134,475-50.2% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | 0.53% | 7.80%-7.3pp | 3.33%-2.8pp | 417.96%-417.4pp |
| Employer contribution / active EE | $2,778 | $6,829-59.3% | $6,166-55.0% | $4,740-41.4% |
| Participant deferral / active EE | $5,510 | $8,986-38.7% | $8,363-34.1% | $6,400-13.9% |
| Admin fee / account holder | $658 | $13,783-95.2% | $11,616-94.3% | $11,426-94.2% |