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 9-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 | $47,491 | $165,335-71.3% | $149,696-68.3% | $158,922-70.1% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 17.40% | 348.15%-330.8pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $5,517 | $5,103+8.1% | $4,644+18.8% | $4,761+15.9% |
| Participant deferral / active EE | $3,355 | $7,181-53.3% | $6,842-51.0% | $5,982-43.9% |
| Admin fee / account holder | $525 | $10,807-95.1% | $9,309-94.4% | $11,246-95.3% |