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 | $37,229 | $177,572-79.0% | $154,803-76.0% | $142,382-73.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 19.23% | 65.07%-45.8pp | 58.88%-39.7pp | 217.08%-197.8pp |
| Employer contribution / active EE | $8,240 | $4,810+71.3% | $4,305+91.4% | $4,299+91.7% |
| Participant deferral / active EE | $4,618 | $6,272-26.4% | $5,540-16.7% | $6,507-29.0% |
| Admin fee / account holder | $432 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |