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 | $33,199 | $154,228-78.5% | $145,433-77.2% | $137,256-75.8% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 17.61% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,835 | $4,804-20.2% | $4,554-15.8% | $4,156-7.7% |
| Participant deferral / active EE | $4,040 | $8,216-50.8% | $7,897-48.8% | $6,407-36.9% |
| Admin fee / account holder | $1,604 | $14,344-88.8% | $13,129-87.8% | $12,270-86.9% |