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 | $41,746 | $185,822-77.5% | $169,993-75.4% | $139,434-70.1% |
| Participation rate | 72.7% | 87.8%-15.0pp | 87.0%-14.3pp | 80.3%-7.6pp |
| Annual return | 23.54% | 60.50%-37.0pp | 53.37%-29.8pp | 372.94%-349.4pp |
| Employer contribution / active EE | $6,491 | $7,590-14.5% | $6,785-4.3% | $4,751+36.6% |
| Participant deferral / active EE | $13,395 | $11,622+15.3% | $10,408+28.7% | $6,710+99.6% |
| Admin fee / account holder | $11,104 | $15,381-27.8% | $12,815-13.3% | $11,403-2.6% |