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 | $53,935 | $159,901-66.3% | $146,958-63.3% | $145,922-63.0% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 13.70% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,255 | $5,286-57.3% | $4,933-54.3% | $4,660-51.6% |
| Participant deferral / active EE | $3,406 | $8,428-59.6% | $8,070-57.8% | $6,688-49.1% |
| Admin fee / account holder | $1,850 | $15,044-87.7% | $12,998-85.8% | $13,397-86.2% |