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 | $44,119 | $177,572-75.2% | $154,803-71.5% | $142,382-69.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 27.16% | 65.07%-37.9pp | 58.88%-31.7pp | 217.08%-189.9pp |
| Employer contribution / active EE | $7,544 | $4,810+56.8% | $4,305+75.2% | $4,299+75.5% |
| Participant deferral / active EE | $6,910 | $6,272+10.2% | $5,540+24.7% | $6,507+6.2% |
| Admin fee / account holder | $323 | $16,786-98.1% | $14,329-97.7% | $12,624-97.4% |