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 | $57,187 | $214,378-73.3% | $200,582-71.5% | $142,382-59.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 17.67% | 46.41%-28.7pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,867 | $6,841-58.1% | $6,419-55.3% | $4,299-33.3% |
| Participant deferral / active EE | $11,750 | $9,865+19.1% | $9,331+25.9% | $6,507+80.6% |
| Admin fee / account holder | $5,668 | $17,692-68.0% | $16,305-65.2% | $12,624-55.1% |