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 | $28,728 | $154,365-81.4% | $130,231-77.9% | $139,434-79.4% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.3%+9.4pp | 80.3%+5.4pp |
| Annual return | 25.97% | 30.34%-4.4pp | 38.77%-12.8pp | 372.94%-347.0pp |
| Employer contribution / active EE | $4,945 | $5,170-4.4% | $4,126+19.9% | $4,751+4.1% |
| Participant deferral / active EE | $9,917 | $8,498+16.7% | $6,799+45.9% | $6,710+47.8% |
| Admin fee / account holder | $9,992 | $9,214+8.4% | $6,020+66.0% | $11,403-12.4% |