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 | $32,189 | $148,534-78.3% | $135,903-76.3% | $139,434-76.9% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 23.05% | 79.19%-56.1pp | 68.23%-45.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $4,873 | $5,243-7.1% | $4,856+0.3% | $4,751+2.6% |
| Participant deferral / active EE | $7,050 | $8,100-13.0% | $7,758-9.1% | $6,710+5.1% |
| Admin fee / account holder | $1,727 | $12,400-86.1% | $10,762-83.9% | $11,403-84.9% |