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 | $48,128 | $114,381-57.9% | $107,525-55.2% | $142,382-66.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 16.79% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,588 | $4,015-35.5% | $3,754-31.1% | $4,299-39.8% |
| Participant deferral / active EE | $4,827 | $5,564-13.3% | $5,116-5.7% | $6,507-25.8% |
| Admin fee / account holder | $759 | $9,860-92.3% | $8,919-91.5% | $12,624-94.0% |