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 | $95,555 | $167,484-42.9% | $151,611-37.0% | $134,475-28.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | 54.23% | 7.80%+46.4pp | 3.33%+50.9pp | 417.96%-363.7pp |
| Employer contribution / active EE | $4,443 | $6,829-34.9% | $6,166-28.0% | $4,740-6.3% |
| Participant deferral / active EE | $5,766 | $8,986-35.8% | $8,363-31.1% | $6,400-9.9% |
| Admin fee / account holder | $2,398 | $13,783-82.6% | $11,616-79.4% | $11,426-79.0% |