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 | $46,010 | $148,534-69.0% | $135,903-66.1% | $139,434-67.0% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 20.06% | 79.19%-59.1pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $6,375 | $5,243+21.6% | $4,856+31.3% | $4,751+34.2% |
| Participant deferral / active EE | $9,779 | $8,100+20.7% | $7,758+26.0% | $6,710+45.7% |
| Admin fee / account holder | $1,334 | $12,400-89.2% | $10,762-87.6% | $11,403-88.3% |