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 | $15,217 | $177,572-91.4% | $154,803-90.2% | $142,382-89.3% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 15.61% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,740 | $4,810-63.8% | $4,305-59.6% | $4,299-59.5% |
| Participant deferral / active EE | $2,308 | $6,272-63.2% | $5,540-58.3% | $6,507-64.5% |
| Admin fee / account holder | $2,209 | $16,786-86.8% | $14,329-84.6% | $12,624-82.5% |