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 | $29,787 | $183,519-83.8% | $155,509-80.8% | $145,922-79.6% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 12.12% | 61.17%-49.0pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $5,100 | $5,313-4.0% | $4,672+9.1% | $4,660+9.4% |
| Participant deferral / active EE | $4,591 | $6,462-29.0% | $5,626-18.4% | $6,688-31.4% |
| Admin fee / account holder | $476 | $19,313-97.5% | $15,912-97.0% | $13,397-96.4% |