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 | $32,674 | $175,202-81.4% | $149,673-78.2% | $139,434-76.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 37.88% | 166.71%-128.8pp | 134.42%-96.5pp | 372.94%-335.1pp |
| Employer contribution / active EE | $1,472 | $5,474-73.1% | $4,818-69.4% | $4,751-69.0% |
| Participant deferral / active EE | $2,310 | $6,519-64.6% | $5,680-59.3% | $6,710-65.6% |
| Admin fee / account holder | $5,056 | $16,150-68.7% | $13,210-61.7% | $11,403-55.7% |