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 | $44,735 | $183,519-75.6% | $155,509-71.2% | $145,922-69.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 14.91% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,602 | $5,313-51.0% | $4,672-44.3% | $4,660-44.2% |
| Participant deferral / active EE | $6,640 | $6,462+2.7% | $5,626+18.0% | $6,688-0.7% |
| Admin fee / account holder | $1,446 | $19,313-92.5% | $15,912-90.9% | $13,397-89.2% |