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 | $16,617 | $148,534-88.8% | $135,903-87.8% | $139,434-88.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 23.04% | 79.19%-56.2pp | 68.23%-45.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,406 | $5,243-54.1% | $4,856-50.4% | $4,751-49.4% |
| Participant deferral / active EE | $7,885 | $8,100-2.7% | $7,758+1.6% | $6,710+17.5% |
| Admin fee / account holder | $1,260 | $12,400-89.8% | $10,762-88.3% | $11,403-88.9% |