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 | $97,552 | $175,202-44.3% | $149,673-34.8% | $139,434-30.0% |
| Participation rate | 82.6% | 83.4%-0.8pp | 78.8%+3.8pp | 80.3%+2.3pp |
| Annual return | 14.71% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,485 | $5,474-54.6% | $4,818-48.4% | $4,751-47.7% |
| Participant deferral / active EE | $6,683 | $6,519+2.5% | $5,680+17.7% | $6,710-0.4% |
| Admin fee / account holder | $466 | $16,150-97.1% | $13,210-96.5% | $11,403-95.9% |