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 | $81,992 | $177,572-53.8% | $154,803-47.0% | $142,382-42.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 19.33% | 65.07%-45.7pp | 58.88%-39.6pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,859 | $4,810-40.6% | $4,305-33.6% | $4,299-33.5% |
| Participant deferral / active EE | $6,053 | $6,272-3.5% | $5,540+9.2% | $6,507-7.0% |
| Admin fee / account holder | $1,636 | $16,786-90.3% | $14,329-88.6% | $12,624-87.0% |