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 | $53,315 | $183,519-70.9% | $155,509-65.7% | $145,922-63.5% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 23.01% | 61.17%-38.2pp | 64.67%-41.7pp | 561.29%-538.3pp |
| Employer contribution / active EE | $4,217 | $5,313-20.6% | $4,672-9.7% | $4,660-9.5% |
| Participant deferral / active EE | $11,622 | $6,462+79.8% | $5,626+106.6% | $6,688+73.8% |
| Admin fee / account holder | $9,354 | $19,313-51.6% | $15,912-41.2% | $13,397-30.2% |