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 | $51,293 | $148,534-65.5% | $135,903-62.3% | $139,434-63.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 20.95% | 79.19%-58.2pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,395 | $5,243-35.2% | $4,856-30.1% | $4,751-28.5% |
| Participant deferral / active EE | $7,428 | $8,100-8.3% | $7,758-4.3% | $6,710+10.7% |
| Admin fee / account holder | $428 | $12,400-96.5% | $10,762-96.0% | $11,403-96.2% |