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 | $55,774 | $148,534-62.5% | $135,903-59.0% | $139,434-60.0% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 15.79% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,511 | $5,243-52.1% | $4,856-48.3% | $4,751-47.2% |
| Participant deferral / active EE | $4,685 | $8,100-42.2% | $7,758-39.6% | $6,710-30.2% |
| Admin fee / account holder | $344 | $12,400-97.2% | $10,762-96.8% | $11,403-97.0% |