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 | $38,647 | $148,534-74.0% | $135,903-71.6% | $139,434-72.3% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 47.41% | 79.19%-31.8pp | 68.23%-20.8pp | 372.94%-325.5pp |
| Employer contribution / active EE | $13,239 | $5,243+152.5% | $4,856+172.6% | $4,751+178.7% |
| Participant deferral / active EE | $25,634 | $8,100+216.5% | $7,758+230.4% | $6,710+282.0% |
| Admin fee / account holder | $1,218 | $12,400-90.2% | $10,762-88.7% | $11,403-89.3% |