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 | $44,688 | $159,934-72.1% | $147,005-69.6% | $145,959-69.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.68% | 98.24%-82.6pp | 418.76%-403.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $5,089 | $5,287-3.7% | $4,934+3.1% | $4,661+9.2% |
| Participant deferral / active EE | $11,872 | $8,427+40.9% | $8,070+47.1% | $6,689+77.5% |
| Admin fee / account holder | $6,049 | $15,053-59.8% | $13,006-53.5% | $13,398-54.9% |