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 | $65,589 | $154,228-57.5% | $145,433-54.9% | $137,256-52.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 19.29% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $6,305 | $4,804+31.2% | $4,554+38.4% | $4,156+51.7% |
| Participant deferral / active EE | $9,492 | $8,216+15.5% | $7,897+20.2% | $6,407+48.2% |
| Admin fee / account holder | $2,842 | $14,344-80.2% | $13,129-78.4% | $12,270-76.8% |