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 | $24,537 | $159,602-84.6% | $150,045-83.6% | $142,382-82.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 15.48% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,889 | $4,961-41.8% | $4,693-38.4% | $4,299-32.8% |
| Participant deferral / active EE | $5,455 | $8,310-34.4% | $7,997-31.8% | $6,507-16.2% |
| Admin fee / account holder | $2,614 | $14,846-82.4% | $13,435-80.5% | $12,624-79.3% |