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 | $41,549 | $201,259-79.4% | $184,200-77.4% | $145,959-71.5% |
| Participation rate | 73.3% | 87.5%-14.2pp | 86.8%-13.5pp | 80.3%-7.0pp |
| Annual return | 72.93% | 28.98%+43.9pp | 28.80%+44.1pp | 561.95%-489.0pp |
| Employer contribution / active EE | $1,464 | $7,018-79.1% | $6,424-77.2% | $4,661-68.6% |
| Participant deferral / active EE | $5,102 | $9,806-48.0% | $9,132-44.1% | $6,689-23.7% |
| Admin fee / account holder | $5,684 | $16,372-65.3% | $13,907-59.1% | $13,398-57.6% |