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 | $49,952 | $159,901-68.8% | $146,958-66.0% | $145,922-65.8% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 25.41% | 98.13%-72.7pp | 418.34%-392.9pp | 561.29%-535.9pp |
| Employer contribution / active EE | $5,276 | $5,286-0.2% | $4,933+6.9% | $4,660+13.2% |
| Participant deferral / active EE | $9,862 | $8,428+17.0% | $8,070+22.2% | $6,688+47.5% |
| Admin fee / account holder | $15,820 | $15,044+5.2% | $12,998+21.7% | $13,397+18.1% |