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 | $94,898 | $183,519-48.3% | $155,509-39.0% | $145,922-35.0% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 15.18% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,655 | $5,313-31.2% | $4,672-21.8% | $4,660-21.6% |
| Participant deferral / active EE | $4,855 | $6,462-24.9% | $5,626-13.7% | $6,688-27.4% |
| Admin fee / account holder | $423 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |