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 | $33,988 | $209,336-83.8% | $197,124-82.8% | $137,256-75.2% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 12.11% | 48.09%-36.0pp | 44.34%-32.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,574 | $6,591-60.9% | $6,227-58.7% | $4,156-38.1% |
| Participant deferral / active EE | $5,259 | $9,614-45.3% | $9,135-42.4% | $6,407-17.9% |
| Admin fee / account holder | $950 | $17,308-94.5% | $16,298-94.2% | $12,270-92.3% |