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 | $29,482 | $148,534-80.2% | $135,903-78.3% | $139,434-78.9% |
| Participation rate | 82.6% | 83.9%-1.2pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | 28.13% | 79.19%-51.1pp | 68.23%-40.1pp | 372.94%-344.8pp |
| Employer contribution / active EE | $3,651 | $5,243-30.4% | $4,856-24.8% | $4,751-23.2% |
| Participant deferral / active EE | $8,947 | $8,100+10.5% | $7,758+15.3% | $6,710+33.3% |
| Admin fee / account holder | $500 | $12,400-96.0% | $10,762-95.4% | $11,403-95.6% |