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 | $56,975 | $148,534-61.6% | $135,903-58.1% | $139,434-59.1% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 16.45% | 79.19%-62.7pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $4,998 | $5,243-4.7% | $4,856+2.9% | $4,751+5.2% |
| Participant deferral / active EE | $9,596 | $8,100+18.5% | $7,758+23.7% | $6,710+43.0% |
| Admin fee / account holder | $871 | $12,400-93.0% | $10,762-91.9% | $11,403-92.4% |