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 | $50,925 | $172,111-70.4% | $150,298-66.1% | $137,256-62.9% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 20.65% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,852 | $4,636-38.5% | $4,154-31.3% | $4,156-31.4% |
| Participant deferral / active EE | $8,179 | $6,166+32.7% | $5,453+50.0% | $6,407+27.7% |
| Admin fee / account holder | $3,361 | $16,471-79.6% | $14,116-76.2% | $12,270-72.6% |