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 | $35,165 | $175,202-79.9% | $149,673-76.5% | $139,434-74.8% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 14.55% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,569 | $5,474-71.3% | $4,818-67.4% | $4,751-67.0% |
| Participant deferral / active EE | $5,550 | $6,519-14.9% | $5,680-2.3% | $6,710-17.3% |
| Admin fee / account holder | $671 | $16,150-95.8% | $13,210-94.9% | $11,403-94.1% |