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 8-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 | $47,034 | $165,984-71.7% | $164,813-71.5% | $145,922-67.8% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.9pp | 80.3%+15.2pp |
| Annual return | 15.96% | 100.03%-84.1pp | 69.93%-54.0pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,169 | $5,273-39.9% | $4,341-27.0% | $4,660-32.0% |
| Participant deferral / active EE | $6,742 | $6,959-3.1% | $6,031+11.8% | $6,688+0.8% |
| Admin fee / account holder | $8,506 | $16,648-48.9% | $12,690-33.0% | $13,397-36.5% |