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 | $16,399 | $154,228-89.4% | $145,433-88.7% | $137,256-88.1% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 22.28% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,108 | $4,804-76.9% | $4,554-75.7% | $4,156-73.3% |
| Participant deferral / active EE | $7,975 | $8,216-2.9% | $7,897+1.0% | $6,407+24.5% |
| Admin fee / account holder | $5,437 | $14,344-62.1% | $13,129-58.6% | $12,270-55.7% |