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 | $37,174 | $201,272-81.5% | $184,203-79.8% | $145,922-74.5% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 15.37% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $4,811 | $7,022-31.5% | $6,427-25.1% | $4,660+3.2% |
| Participant deferral / active EE | $7,499 | $9,806-23.5% | $9,131-17.9% | $6,688+12.1% |
| Admin fee / account holder | $21,328 | $16,364+30.3% | $13,901+53.4% | $13,397+59.2% |