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 | $33,398 | $183,519-81.8% | $155,509-78.5% | $145,922-77.1% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 19.81% | 61.17%-41.4pp | 64.67%-44.9pp | 561.29%-541.5pp |
| Employer contribution / active EE | $3,198 | $5,313-39.8% | $4,672-31.6% | $4,660-31.4% |
| Participant deferral / active EE | $6,942 | $6,462+7.4% | $5,626+23.4% | $6,688+3.8% |
| Admin fee / account holder | $10,209 | $19,313-47.1% | $15,912-35.8% | $13,397-23.8% |