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 | $49,573 | $214,378-76.9% | $200,582-75.3% | $142,382-65.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.91% | 46.41%-20.5pp | 42.33%-16.4pp | 217.08%-191.2pp |
| Employer contribution / active EE | $3,956 | $6,841-42.2% | $6,419-38.4% | $4,299-8.0% |
| Participant deferral / active EE | $12,928 | $9,865+31.0% | $9,331+38.5% | $6,507+98.7% |
| Admin fee / account holder | $14,997 | $17,692-15.2% | $16,305-8.0% | $12,624+18.8% |