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 | $52,754 | $165,984-68.2% | $164,813-68.0% | $145,922-63.8% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 10.98% | 100.03%-89.1pp | 69.93%-58.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,232 | $5,273-57.7% | $4,341-48.6% | $4,660-52.1% |
| Participant deferral / active EE | $5,492 | $6,959-21.1% | $6,031-8.9% | $6,688-17.9% |
| Admin fee / account holder | $18,932 | $16,648+13.7% | $12,690+49.2% | $13,397+41.3% |