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 | $40,872 | $148,534-72.5% | $135,903-69.9% | $139,434-70.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 39.42% | 79.19%-39.8pp | 68.23%-28.8pp | 372.94%-333.5pp |
| Employer contribution / active EE | $2,323 | $5,243-55.7% | $4,856-52.2% | $4,751-51.1% |
| Participant deferral / active EE | $5,791 | $8,100-28.5% | $7,758-25.4% | $6,710-13.7% |
| Admin fee / account holder | $11,600 | $12,400-6.4% | $10,762+7.8% | $11,403+1.7% |