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 | $42,247 | $183,519-77.0% | $155,509-72.8% | $145,922-71.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.86% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $7,826 | $5,313+47.3% | $4,672+67.5% | $4,660+68.0% |
| Participant deferral / active EE | $5,507 | $6,462-14.8% | $5,626-2.1% | $6,688-17.7% |
| Admin fee / account holder | $1,004 | $19,313-94.8% | $15,912-93.7% | $13,397-92.5% |