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 | $77,726 | $177,572-56.2% | $154,803-49.8% | $142,382-45.4% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 54.56% | 65.07%-10.5pp | 58.88%-4.3pp | 217.08%-162.5pp |
| Employer contribution / active EE | $1,375 | $4,810-71.4% | $4,305-68.1% | $4,299-68.0% |
| Participant deferral / active EE | $4,501 | $6,272-28.2% | $5,540-18.8% | $6,507-30.8% |
| Admin fee / account holder | $890 | $16,786-94.7% | $14,329-93.8% | $12,624-93.0% |