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 | $86,470 | $209,336-58.7% | $197,124-56.1% | $137,256-37.0% |
| Participation rate | 95.5% | 87.3%+8.2pp | 86.7%+8.7pp | 80.0%+15.5pp |
| Annual return | 15.53% | 48.09%-32.6pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,947 | $6,591-24.9% | $6,227-20.6% | $4,156+19.0% |
| Participant deferral / active EE | $13,191 | $9,614+37.2% | $9,135+44.4% | $6,407+105.9% |
| Admin fee / account holder | $4,425 | $17,308-74.4% | $16,298-72.8% | $12,270-63.9% |