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 | $42,433 | $172,111-75.3% | $150,298-71.8% | $137,256-69.1% |
| Participation rate | 95.2% | 81.7%+13.5pp | 77.8%+17.5pp | 80.0%+15.3pp |
| Annual return | 27.09% | 69.37%-42.3pp | 62.79%-35.7pp | 220.34%-193.3pp |
| Employer contribution / active EE | $4,763 | $4,636+2.7% | $4,154+14.7% | $4,156+14.6% |
| Participant deferral / active EE | $11,891 | $6,166+92.9% | $5,453+118.1% | $6,407+85.6% |
| Admin fee / account holder | $773 | $16,471-95.3% | $14,116-94.5% | $12,270-93.7% |