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 | $44,624 | $179,726-75.2% | $156,263-71.4% | $142,382-68.7% |
| Participation rate | 70.8% | 82.1%-11.2pp | 78.9%-8.1pp | 80.1%-9.3pp |
| Annual return | 18.93% | 77.86%-58.9pp | 59.47%-40.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,890 | $5,069-62.7% | $4,333-56.4% | $4,299-56.0% |
| Participant deferral / active EE | $4,262 | $6,956-38.7% | $6,158-30.8% | $6,507-34.5% |
| Admin fee / account holder | $391 | $17,272-97.7% | $14,255-97.3% | $12,624-96.9% |