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 | $53,045 | $183,519-71.1% | $155,509-65.9% | $145,922-63.6% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 13.69% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,671 | $5,313-68.5% | $4,672-64.2% | $4,660-64.1% |
| Participant deferral / active EE | $5,616 | $6,462-13.1% | $5,626-0.2% | $6,688-16.0% |
| Admin fee / account holder | $975 | $19,313-95.0% | $15,912-93.9% | $13,397-92.7% |