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 | $37,446 | $159,602-76.5% | $150,045-75.0% | $142,382-73.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 16.49% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,724 | $4,961-24.9% | $4,693-20.6% | $4,299-13.4% |
| Participant deferral / active EE | $7,585 | $8,310-8.7% | $7,997-5.1% | $6,507+16.6% |
| Admin fee / account holder | $3,900 | $14,846-73.7% | $13,435-71.0% | $12,624-69.1% |