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 | $65,589 | $159,602-58.9% | $150,045-56.3% | $142,382-53.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 19.29% | 70.24%-50.9pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,305 | $4,961+27.1% | $4,693+34.3% | $4,299+46.7% |
| Participant deferral / active EE | $9,492 | $8,310+14.2% | $7,997+18.7% | $6,507+45.9% |
| Admin fee / account holder | $2,842 | $14,846-80.9% | $13,435-78.8% | $12,624-77.5% |