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 9-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 | $49,349 | $154,117-68.0% | $129,995-62.0% | $139,434-64.6% |
| Participation rate | 82.6% | 82.0%+0.7pp | 78.5%+4.1pp | 80.3%+2.3pp |
| Annual return | 18.21% | 32.48%-14.3pp | -137.18%+155.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,799 | $5,289-9.3% | $4,320+11.1% | $4,751+1.0% |
| Participant deferral / active EE | $3,178 | $6,710-52.6% | $5,820-45.4% | $6,710-52.6% |
| Admin fee / account holder | $933 | $14,007-93.3% | $10,614-91.2% | $11,403-91.8% |