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 | $47,154 | $74,888-37.0% | $71,209-33.8% | $142,382-66.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 19.10% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,901 | $2,854+1.6% | $2,721+6.6% | $4,299-32.5% |
| Participant deferral / active EE | $5,186 | $4,454+16.4% | $4,175+24.2% | $6,507-20.3% |
| Admin fee / account holder | $1,409 | $5,568-74.7% | $5,349-73.7% | $12,624-88.8% |