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 | $61,070 | $183,519-66.7% | $155,509-60.7% | $145,922-58.1% |
| Participation rate | 87.0% | 82.7%+4.3pp | 78.2%+8.8pp | 80.3%+6.7pp |
| Annual return | 15.49% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.8pp |
| Employer contribution / active EE | $5,435 | $5,313+2.3% | $4,672+16.3% | $4,660+16.6% |
| Participant deferral / active EE | $5,326 | $6,462-17.6% | $5,626-5.3% | $6,688-20.4% |
| Admin fee / account holder | $908 | $19,313-95.3% | $15,912-94.3% | $13,397-93.2% |