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 | $11,479 | $172,111-93.3% | $150,298-92.4% | $137,256-91.6% |
| Participation rate | 72.2% | 81.7%-9.5pp | 77.8%-5.5pp | 80.0%-7.7pp |
| Annual return | 21.79% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,031 | $4,636-77.8% | $4,154-75.2% | $4,156-75.2% |
| Participant deferral / active EE | $3,320 | $6,166-46.2% | $5,453-39.1% | $6,407-48.2% |
| Admin fee / account holder | $599 | $16,471-96.4% | $14,116-95.8% | $12,270-95.1% |