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 | $43,839 | $133,922-67.3% | $116,228-62.3% | $142,382-69.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 46.58% | 147.76%-101.2pp | 90.06%-43.5pp | 217.08%-170.5pp |
| Employer contribution / active EE | $1,166 | $3,446-66.2% | $2,994-61.1% | $4,299-72.9% |
| Participant deferral / active EE | $2,880 | $5,672-49.2% | $4,953-41.8% | $6,507-55.7% |
| Admin fee / account holder | $1,894 | $14,945-87.3% | $11,989-84.2% | $12,624-85.0% |