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 | $27,070 | $154,228-82.4% | $145,433-81.4% | $137,256-80.3% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 20.82% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,216 | $4,804-33.1% | $4,554-29.4% | $4,156-22.6% |
| Participant deferral / active EE | $3,757 | $8,216-54.3% | $7,897-52.4% | $6,407-41.4% |
| Admin fee / account holder | $1,345 | $14,344-90.6% | $13,129-89.8% | $12,270-89.0% |