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 | $34,367 | $154,228-77.7% | $145,433-76.4% | $137,256-75.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.98% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,963 | $4,804-38.3% | $4,554-34.9% | $4,156-28.7% |
| Participant deferral / active EE | $4,148 | $8,216-49.5% | $7,897-47.5% | $6,407-35.3% |
| Admin fee / account holder | $346 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |