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 | $29,021 | $135,952-78.7% | $123,892-76.6% | $273,961-89.4% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 9.93% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $2,502 | $5,170-51.6% | $4,617-45.8% | $4,869-48.6% |
| Participant deferral / active EE | $6,281 | $6,343-1.0% | $5,984+5.0% | $5,287+18.8% |
| Admin fee / account holder | $652 | $9,817-93.4% | $8,357-92.2% | $10,132-93.6% |