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 | $27,046 | $106,515-74.6% | $96,683-72.0% | $139,434-80.6% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 17.34% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,859 | $4,103-54.7% | $3,737-50.2% | $4,751-60.9% |
| Participant deferral / active EE | $2,920 | $5,454-46.5% | $4,878-40.1% | $6,710-56.5% |
| Admin fee / account holder | $372 | $7,877-95.3% | $6,730-94.5% | $11,403-96.7% |