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 | $25,910 | $68,346-62.1% | $94,646-72.6% | $75,163-65.5% |
| Participation rate | 88.9% | 76.1%+12.8pp | 80.8%+8.1pp | 67.2%+21.7pp |
| Annual return | 35.35% | 616.93%-581.6pp | 156.71%-121.4pp | 160.62%-125.3pp |
| Employer contribution / active EE | $3,040 | $2,701+12.5% | $3,672-17.2% | $2,670+13.8% |
| Participant deferral / active EE | $5,326 | $6,537-18.5% | $7,418-28.2% | $4,125+29.1% |
| Admin fee / account holder | $559 | $5,326-89.5% | $7,231-92.3% | $5,651-90.1% |