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 | $49,601 | $74,888-33.8% | $71,209-30.3% | $142,382-65.2% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 26.05% | 345.14%-319.1pp | 282.51%-256.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $4,217 | $2,854+47.7% | $2,721+55.0% | $4,299-1.9% |
| Participant deferral / active EE | $9,158 | $4,454+105.6% | $4,175+119.3% | $6,507+40.7% |
| Admin fee / account holder | $449 | $5,568-91.9% | $5,349-91.6% | $12,624-96.4% |