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 | $21,080 | $154,228-86.3% | $145,433-85.5% | $137,256-84.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 22.32% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,478 | $4,804-69.2% | $4,554-67.6% | $4,156-64.4% |
| Participant deferral / active EE | $3,224 | $8,216-60.8% | $7,897-59.2% | $6,407-49.7% |
| Admin fee / account holder | $392 | $14,344-97.3% | $13,129-97.0% | $12,270-96.8% |