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 3-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 | $55,534 | $185,822-70.1% | $169,993-67.3% | $139,434-60.2% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 32.23% | 60.50%-28.3pp | 53.37%-21.1pp | 372.94%-340.7pp |
| Employer contribution / active EE | $3,125 | $7,590-58.8% | $6,785-54.0% | $4,751-34.2% |
| Participant deferral / active EE | $4,495 | $11,622-61.3% | $10,408-56.8% | $6,710-33.0% |
| Admin fee / account holder | $858 | $15,381-94.4% | $12,815-93.3% | $11,403-92.5% |