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 | $33,831 | $214,378-84.2% | $200,582-83.1% | $142,382-76.2% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 20.41% | 46.41%-26.0pp | 42.33%-21.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,791 | $6,841-59.2% | $6,419-56.5% | $4,299-35.1% |
| Participant deferral / active EE | $4,654 | $9,865-52.8% | $9,331-50.1% | $6,507-28.5% |
| Admin fee / account holder | $599 | $17,692-96.6% | $16,305-96.3% | $12,624-95.3% |