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 | $64,012 | $159,602-59.9% | $150,045-57.3% | $142,382-55.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 17.56% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,928 | $4,961-20.8% | $4,693-16.3% | $4,299-8.6% |
| Participant deferral / active EE | $10,701 | $8,310+28.8% | $7,997+33.8% | $6,507+64.5% |
| Admin fee / account holder | $23,219 | $14,846+56.4% | $13,435+72.8% | $12,624+83.9% |