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 | $19,794 | $154,228-87.2% | $145,433-86.4% | $137,256-85.6% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 63.03% | 74.59%-11.6pp | 66.58%-3.5pp | 220.34%-157.3pp |
| Employer contribution / active EE | $6,325 | $4,804+31.7% | $4,554+38.9% | $4,156+52.2% |
| Participant deferral / active EE | $10,133 | $8,216+23.3% | $7,897+28.3% | $6,407+58.2% |
| Admin fee / account holder | $3,052 | $14,344-78.7% | $13,129-76.8% | $12,270-75.1% |