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 | $51,072 | $183,592-72.2% | $155,567-67.2% | $145,959-65.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.94% | 61.24%-46.3pp | 64.74%-49.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,550 | $5,315-52.0% | $4,674-45.4% | $4,661-45.3% |
| Participant deferral / active EE | $4,878 | $6,464-24.5% | $5,628-13.3% | $6,689-27.1% |
| Admin fee / account holder | $23,336 | $19,318+20.8% | $15,916+46.6% | $13,398+74.2% |