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 | $45,375 | $159,602-71.6% | $150,045-69.8% | $142,382-68.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.43% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,262 | $4,961-14.1% | $4,693-9.2% | $4,299-0.9% |
| Participant deferral / active EE | $11,018 | $8,310+32.6% | $7,997+37.8% | $6,507+69.3% |
| Admin fee / account holder | $415 | $14,846-97.2% | $13,435-96.9% | $12,624-96.7% |