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 | $125,497 | $177,572-29.3% | $154,803-18.9% | $142,382-11.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 20.18% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,465 | $4,810-69.5% | $4,305-66.0% | $4,299-65.9% |
| Participant deferral / active EE | $8,187 | $6,272+30.5% | $5,540+47.8% | $6,507+25.8% |
| Admin fee / account holder | $1,096 | $16,786-93.5% | $14,329-92.4% | $12,624-91.3% |