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 | $23,941 | $148,534-83.9% | $135,903-82.4% | $139,434-82.8% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 16.41% | 79.19%-62.8pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,561 | $5,243-32.1% | $4,856-26.7% | $4,751-25.0% |
| Participant deferral / active EE | $7,127 | $8,100-12.0% | $7,758-8.1% | $6,710+6.2% |
| Admin fee / account holder | $12,206 | $12,400-1.6% | $10,762+13.4% | $11,403+7.0% |