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 | $52,044 | $110,257-52.8% | $96,544-46.1% | $139,434-62.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 14.95% | 26.32%-11.4pp | 25.84%-10.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,566 | $3,620-56.7% | $2,965-47.2% | $4,751-67.0% |
| Participant deferral / active EE | $3,669 | $5,548-33.9% | $4,851-24.4% | $6,710-45.3% |
| Admin fee / account holder | $508 | $11,591-95.6% | $8,252-93.8% | $11,403-95.5% |