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 | $24,763 | $154,228-83.9% | $145,433-83.0% | $137,256-82.0% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 32.33% | 74.59%-42.3pp | 66.58%-34.2pp | 220.34%-188.0pp |
| Employer contribution / active EE | $4,977 | $4,804+3.6% | $4,554+9.3% | $4,156+19.7% |
| Participant deferral / active EE | $10,724 | $8,216+30.5% | $7,897+35.8% | $6,407+67.4% |
| Admin fee / account holder | $5,061 | $14,344-64.7% | $13,129-61.5% | $12,270-58.8% |