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 | $41,596 | $183,519-77.3% | $155,509-73.3% | $145,922-71.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.99% | 61.17%-52.2pp | 64.67%-55.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $8,941 | $5,313+68.3% | $4,672+91.4% | $4,660+91.9% |
| Participant deferral / active EE | $9,234 | $6,462+42.9% | $5,626+64.1% | $6,688+38.1% |
| Admin fee / account holder | $564 | $19,313-97.1% | $15,912-96.5% | $13,397-95.8% |