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 | $36,300 | $112,729-67.8% | $98,716-63.2% | $137,256-73.6% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.3%+17.4pp | 80.0%+6.7pp |
| Annual return | 21.45% | 38.48%-17.0pp | 31.81%-10.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $3,910 | $2,725+43.5% | $2,279+71.6% | $4,156-5.9% |
| Participant deferral / active EE | $7,526 | $4,640+62.2% | $4,048+85.9% | $6,407+17.5% |
| Admin fee / account holder | $1,146 | $10,129-88.7% | $8,703-86.8% | $12,270-90.7% |