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 | $60,999 | $148,534-58.9% | $135,903-55.1% | $139,434-56.3% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 58.20% | 79.19%-21.0pp | 68.23%-10.0pp | 372.94%-314.7pp |
| Employer contribution / active EE | $8,726 | $5,243+66.4% | $4,856+79.7% | $4,751+83.7% |
| Participant deferral / active EE | $4,726 | $8,100-41.7% | $7,758-39.1% | $6,710-29.6% |
| Admin fee / account holder | $476 | $12,400-96.2% | $10,762-95.6% | $11,403-95.8% |