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 | $39,339 | $210,648-81.3% | $177,989-77.9% | $145,922-73.0% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 13.12% | 385.86%-372.7pp | 294.48%-281.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,330 | $4,565-49.0% | $3,949-41.0% | $4,660-50.0% |
| Participant deferral / active EE | $3,263 | $6,958-53.1% | $6,276-48.0% | $6,688-51.2% |
| Admin fee / account holder | $2,231 | $12,013-81.4% | $10,363-78.5% | $13,397-83.3% |