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 6-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 | $55,088 | $172,111-68.0% | $150,298-63.3% | $137,256-59.9% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 15.33% | 69.37%-54.0pp | 62.79%-47.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $7,766 | $4,636+67.5% | $4,154+86.9% | $4,156+86.9% |
| Participant deferral / active EE | $6,649 | $6,166+7.8% | $5,453+21.9% | $6,407+3.8% |
| Admin fee / account holder | $14,438 | $16,471-12.3% | $14,116+2.3% | $12,270+17.7% |