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 | $30,100 | $149,040-79.8% | $120,225-75.0% | $137,256-78.1% |
| Participation rate | 72.7% | 75.4%-2.7pp | 69.6%+3.1pp | 80.0%-7.2pp |
| Annual return | 18.57% | 605.68%-587.1pp | 439.23%-420.7pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,266 | $4,350-47.9% | $3,475-34.8% | $4,156-45.5% |
| Participant deferral / active EE | $4,360 | $4,655-6.3% | $3,999+9.0% | $6,407-32.0% |
| Admin fee / account holder | $4,148 | $6,348-34.7% | $5,696-27.2% | $12,270-66.2% |