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 | $47,334 | $159,901-70.4% | $146,958-67.8% | $145,922-67.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 19.57% | 98.13%-78.6pp | 418.34%-398.8pp | 561.29%-541.7pp |
| Employer contribution / active EE | $4,211 | $5,286-20.3% | $4,933-14.6% | $4,660-9.6% |
| Participant deferral / active EE | $8,859 | $8,428+5.1% | $8,070+9.8% | $6,688+32.5% |
| Admin fee / account holder | $775 | $15,044-94.9% | $12,998-94.0% | $13,397-94.2% |