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 | $17,632 | $154,228-88.6% | $145,433-87.9% | $137,256-87.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 43.34% | 74.59%-31.2pp | 66.58%-23.2pp | 220.34%-177.0pp |
| Employer contribution / active EE | $1,955 | $4,804-59.3% | $4,554-57.1% | $4,156-53.0% |
| Participant deferral / active EE | $3,140 | $8,216-61.8% | $7,897-60.2% | $6,407-51.0% |
| Admin fee / account holder | $2,557 | $14,344-82.2% | $13,129-80.5% | $12,270-79.2% |