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 | $60,295 | $108,912-44.6% | $100,383-39.9% | $145,959-58.7% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 11.54% | 57.96%-46.4pp | 49.26%-37.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $9,138 | $4,423+106.6% | $3,944+131.7% | $4,661+96.1% |
| Participant deferral / active EE | $4,367 | $8,451-48.3% | $8,086-46.0% | $6,689-34.7% |
| Admin fee / account holder | $2,439 | $9,690-74.8% | $7,900-69.1% | $13,398-81.8% |