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 | $53,536 | $183,519-70.8% | $155,509-65.6% | $145,922-63.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.52% | 61.17%-43.6pp | 64.67%-47.2pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,669 | $5,313-68.6% | $4,672-64.3% | $4,660-64.2% |
| Participant deferral / active EE | $6,636 | $6,462+2.7% | $5,626+18.0% | $6,688-0.8% |
| Admin fee / account holder | $415 | $19,313-97.9% | $15,912-97.4% | $13,397-96.9% |