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 | $31,534 | $159,602-80.2% | $150,045-79.0% | $142,382-77.9% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 40.98% | 70.24%-29.3pp | 62.55%-21.6pp | 217.08%-176.1pp |
| Employer contribution / active EE | $5,012 | $4,961+1.0% | $4,693+6.8% | $4,299+16.6% |
| Participant deferral / active EE | $6,554 | $8,310-21.1% | $7,997-18.0% | $6,507+0.7% |
| Admin fee / account holder | $4,305 | $14,846-71.0% | $13,435-68.0% | $12,624-65.9% |