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 | $99,277 | $214,378-53.7% | $200,582-50.5% | $142,382-30.3% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 19.97% | 46.41%-26.4pp | 42.33%-22.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,743 | $6,841-59.9% | $6,419-57.3% | $4,299-36.2% |
| Participant deferral / active EE | $3,318 | $9,865-66.4% | $9,331-64.4% | $6,507-49.0% |
| Admin fee / account holder | $1,889 | $17,692-89.3% | $16,305-88.4% | $12,624-85.0% |