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 | $27,603 | $148,534-81.4% | $135,903-79.7% | $139,434-80.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 28.41% | 79.19%-50.8pp | 68.23%-39.8pp | 372.94%-344.5pp |
| Employer contribution / active EE | $1,422 | $5,243-72.9% | $4,856-70.7% | $4,751-70.1% |
| Participant deferral / active EE | $12,772 | $8,100+57.7% | $7,758+64.6% | $6,710+90.3% |
| Admin fee / account holder | $1,531 | $12,400-87.7% | $10,762-85.8% | $11,403-86.6% |