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 | $51,480 | $148,534-65.3% | $135,903-62.1% | $139,434-63.1% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 19.09% | 79.19%-60.1pp | 68.23%-49.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $6,277 | $5,243+19.7% | $4,856+29.3% | $4,751+32.1% |
| Participant deferral / active EE | $8,883 | $8,100+9.7% | $7,758+14.5% | $6,710+32.4% |
| Admin fee / account holder | $4,990 | $12,400-59.8% | $10,762-53.6% | $11,403-56.2% |