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 | $25,762 | $177,572-85.5% | $154,803-83.4% | $142,382-81.9% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 21.39% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,153 | $4,810-76.0% | $4,305-73.2% | $4,299-73.2% |
| Participant deferral / active EE | $3,319 | $6,272-47.1% | $5,540-40.1% | $6,507-49.0% |
| Admin fee / account holder | $396 | $16,786-97.6% | $14,329-97.2% | $12,624-96.9% |