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 | $48,922 | $148,534-67.1% | $135,903-64.0% | $139,434-64.9% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 18.69% | 79.19%-60.5pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $6,478 | $5,243+23.6% | $4,856+33.4% | $4,751+36.4% |
| Participant deferral / active EE | $13,801 | $8,100+70.4% | $7,758+77.9% | $6,710+105.7% |
| Admin fee / account holder | $667 | $12,400-94.6% | $10,762-93.8% | $11,403-94.2% |