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 | $51,288 | $183,519-72.1% | $155,509-67.0% | $145,922-64.9% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 12.17% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $7,000 | $5,313+31.8% | $4,672+49.8% | $4,660+50.2% |
| Participant deferral / active EE | $6,385 | $6,462-1.2% | $5,626+13.5% | $6,688-4.5% |
| Admin fee / account holder | $433 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |