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 | $47,183 | $175,202-73.1% | $149,673-68.5% | $139,434-66.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 18.28% | 166.71%-148.4pp | 134.42%-116.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $5,779 | $5,474+5.6% | $4,818+20.0% | $4,751+21.7% |
| Participant deferral / active EE | $6,659 | $6,519+2.2% | $5,680+17.2% | $6,710-0.8% |
| Admin fee / account holder | $868 | $16,150-94.6% | $13,210-93.4% | $11,403-92.4% |