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 | $47,956 | $183,519-73.9% | $155,509-69.2% | $145,922-67.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.02% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,594 | $5,313-70.0% | $4,672-65.9% | $4,660-65.8% |
| Participant deferral / active EE | $3,914 | $6,462-39.4% | $5,626-30.4% | $6,688-41.5% |
| Admin fee / account holder | $4,417 | $19,313-77.1% | $15,912-72.2% | $13,397-67.0% |