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 | $45,137 | $109,817-58.9% | $98,442-54.1% | $167,490-73.1% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 9.52% | 1956.69%-1947.2pp | 1492.73%-1483.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $2,967 | $3,224-8.0% | $2,960+0.2% | $4,837-38.7% |
| Participant deferral / active EE | $2,806 | $4,673-40.0% | $4,276-34.4% | $6,341-55.8% |
| Admin fee / account holder | $7,019 | $6,753+3.9% | $5,949+18.0% | $12,309-43.0% |