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 | $48,011 | $156,846-69.4% | $121,098-60.4% | $139,434-65.6% |
| Participation rate | 91.7% | 76.4%+15.3pp | 69.5%+22.2pp | 80.3%+11.3pp |
| Annual return | 24.23% | 1474.56%-1450.3pp | 985.75%-961.5pp | 372.94%-348.7pp |
| Employer contribution / active EE | $2,275 | $5,536-58.9% | $4,164-45.4% | $4,751-52.1% |
| Participant deferral / active EE | $1,856 | $4,844-61.7% | $4,080-54.5% | $6,710-72.3% |
| Admin fee / account holder | $4,879 | $6,946-29.8% | $5,644-13.6% | $11,403-57.2% |