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 | $32,764 | $183,519-82.1% | $155,509-78.9% | $145,922-77.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 13.88% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,673 | $5,313-30.9% | $4,672-21.4% | $4,660-21.2% |
| Participant deferral / active EE | $4,311 | $6,462-33.3% | $5,626-23.4% | $6,688-35.5% |
| Admin fee / account holder | $631 | $19,313-96.7% | $15,912-96.0% | $13,397-95.3% |