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 | $53,654 | $176,056-69.5% | $159,436-66.3% | $167,490-68.0% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.23% | 331.75%-316.5pp | 263.57%-248.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,125 | $5,297-41.0% | $4,829-35.3% | $4,837-35.4% |
| Participant deferral / active EE | $10,506 | $7,750+35.6% | $7,352+42.9% | $6,341+65.7% |
| Admin fee / account holder | $583 | $12,554-95.4% | $10,799-94.6% | $12,309-95.3% |