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 | $33,786 | $118,849-71.6% | $96,562-65.0% | $167,490-79.8% |
| Participation rate | 93.3% | 75.5%+17.9pp | 69.8%+23.5pp | 82.1%+11.2pp |
| Annual return | 60.45% | 50.49%+10.0pp | 37.78%+22.7pp | 478.56%-418.1pp |
| Employer contribution / active EE | $3,664 | $3,120+17.5% | $2,356+55.5% | $4,837-24.3% |
| Participant deferral / active EE | $9,162 | $4,616+98.5% | $3,849+138.0% | $6,341+44.5% |
| Admin fee / account holder | $6,520 | $8,065-19.2% | $6,181+5.5% | $12,309-47.0% |