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 | $32,695 | $159,602-79.5% | $150,045-78.2% | $142,382-77.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.90% | 70.24%-43.3pp | 62.55%-35.7pp | 217.08%-190.2pp |
| Employer contribution / active EE | $4,071 | $4,961-17.9% | $4,693-13.2% | $4,299-5.3% |
| Participant deferral / active EE | $5,828 | $8,310-29.9% | $7,997-27.1% | $6,507-10.4% |
| Admin fee / account holder | $3,215 | $14,846-78.3% | $13,435-76.1% | $12,624-74.5% |