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 | $48,952 | $74,888-34.6% | $71,209-31.3% | $142,382-65.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 18.28% | 345.14%-326.9pp | 282.51%-264.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,976 | $2,854-30.8% | $2,721-27.4% | $4,299-54.0% |
| Participant deferral / active EE | $5,545 | $4,454+24.5% | $4,175+32.8% | $6,507-14.8% |
| Admin fee / account holder | $641 | $5,568-88.5% | $5,349-88.0% | $12,624-94.9% |