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 | $95,624 | $175,202-45.4% | $149,673-36.1% | $139,434-31.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 16.09% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $4,638 | $5,474-15.3% | $4,818-3.7% | $4,751-2.4% |
| Participant deferral / active EE | $9,220 | $6,519+41.4% | $5,680+62.3% | $6,710+37.4% |
| Admin fee / account holder | $572 | $16,150-96.5% | $13,210-95.7% | $11,403-95.0% |