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 | $28,773 | $217,402-86.8% | $185,823-84.5% | $167,490-82.8% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 12.27% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $3,292 | $5,873-43.9% | $5,167-36.3% | $4,837-31.9% |
| Participant deferral / active EE | $6,075 | $6,356-4.4% | $5,568+9.1% | $6,341-4.2% |
| Admin fee / account holder | $337 | $19,811-98.3% | $16,237-97.9% | $12,309-97.3% |