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 3-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 | $25,476 | $154,228-83.5% | $145,433-82.5% | $137,256-81.4% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 80.0%+10.5pp |
| Annual return | 25.01% | 74.59%-49.6pp | 66.58%-41.6pp | 220.34%-195.3pp |
| Employer contribution / active EE | $5,305 | $4,804+10.4% | $4,554+16.5% | $4,156+27.6% |
| Participant deferral / active EE | $9,735 | $8,216+18.5% | $7,897+23.3% | $6,407+51.9% |
| Admin fee / account holder | $2,713 | $14,344-81.1% | $13,129-79.3% | $12,270-77.9% |