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 | $27,780 | $183,592-84.9% | $155,567-82.1% | $145,959-81.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.93% | 61.24%-47.3pp | 64.74%-50.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,269 | $5,315-57.3% | $4,674-51.5% | $4,661-51.3% |
| Participant deferral / active EE | $6,896 | $6,464+6.7% | $5,628+22.5% | $6,689+3.1% |
| Admin fee / account holder | $759 | $19,318-96.1% | $15,916-95.2% | $13,398-94.3% |