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 | $54,284 | $198,466-72.6% | $170,442-68.2% | $147,584-63.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 21.27% | 257.29%-236.0pp | 205.93%-184.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $3,687 | $6,184-40.4% | $5,433-32.1% | $4,876-24.4% |
| Participant deferral / active EE | $3,855 | $5,629-31.5% | $4,939-21.9% | $5,439-29.1% |
| Admin fee / account holder | $9,183 | $16,852-45.5% | $13,880-33.8% | $10,885-15.6% |