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 | $39,658 | $106,515-62.8% | $96,683-59.0% | $139,434-71.6% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 28.29% | 38.43%-10.1pp | 35.69%-7.4pp | 372.94%-344.7pp |
| Employer contribution / active EE | $2,446 | $4,103-40.4% | $3,737-34.6% | $4,751-48.5% |
| Participant deferral / active EE | $5,329 | $5,454-2.3% | $4,878+9.2% | $6,710-20.6% |
| Admin fee / account holder | $628 | $7,877-92.0% | $6,730-90.7% | $11,403-94.5% |