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 | $45,315 | $172,111-73.7% | $150,298-69.8% | $137,256-67.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 21.80% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,355 | $4,636-49.2% | $4,154-43.3% | $4,156-43.3% |
| Participant deferral / active EE | $7,987 | $6,166+29.5% | $5,453+46.5% | $6,407+24.7% |
| Admin fee / account holder | $849 | $16,471-94.8% | $14,116-94.0% | $12,270-93.1% |