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 | $16,237 | $108,919-85.1% | $100,391-83.8% | $145,922-88.9% |
| Participation rate | 88.9% | 82.9%+6.0pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 15.41% | 57.88%-42.5pp | 49.20%-33.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,366 | $4,419-23.8% | $3,942-14.6% | $4,660-27.8% |
| Participant deferral / active EE | $5,420 | $8,445-35.8% | $8,082-32.9% | $6,688-19.0% |
| Admin fee / account holder | $1,146 | $9,689-88.2% | $7,899-85.5% | $13,397-91.4% |