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 | $51,907 | $183,592-71.7% | $155,567-66.6% | $145,959-64.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.39% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.6pp |
| Employer contribution / active EE | $2,536 | $5,315-52.3% | $4,674-45.7% | $4,661-45.6% |
| Participant deferral / active EE | $8,150 | $6,464+26.1% | $5,628+44.8% | $6,689+21.9% |
| Admin fee / account holder | $15,450 | $19,318-20.0% | $15,916-2.9% | $13,398+15.3% |