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 7-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 | $66,266 | $148,534-55.4% | $135,903-51.2% | $139,434-52.5% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 17.97% | 79.19%-61.2pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,791 | $5,243-27.7% | $4,856-21.9% | $4,751-20.2% |
| Participant deferral / active EE | $12,355 | $8,100+52.5% | $7,758+59.3% | $6,710+84.1% |
| Admin fee / account holder | $516 | $12,400-95.8% | $10,762-95.2% | $11,403-95.5% |