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 | $67,975 | $111,535-39.1% | $105,223-35.4% | $137,256-50.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 18.32% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,993 | $3,939-24.0% | $3,689-18.9% | $4,156-28.0% |
| Participant deferral / active EE | $12,888 | $5,500+134.3% | $5,072+154.1% | $6,407+101.2% |
| Admin fee / account holder | $2,095 | $9,721-78.4% | $8,859-76.4% | $12,270-82.9% |