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 | $49,637 | $159,602-68.9% | $150,045-66.9% | $142,382-65.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 23.33% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $7,940 | $4,961+60.1% | $4,693+69.2% | $4,299+84.7% |
| Participant deferral / active EE | $15,814 | $8,310+90.3% | $7,997+97.7% | $6,507+143.0% |
| Admin fee / account holder | $15,821 | $14,846+6.6% | $13,435+17.8% | $12,624+25.3% |