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 | $67,637 | $167,484-59.6% | $151,611-55.4% | $134,475-49.7% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | 106.16% | 7.80%+98.4pp | 3.33%+102.8pp | 417.96%-311.8pp |
| Employer contribution / active EE | $2,955 | $6,829-56.7% | $6,166-52.1% | $4,740-37.7% |
| Participant deferral / active EE | $7,025 | $8,986-21.8% | $8,363-16.0% | $6,400+9.8% |
| Admin fee / account holder | $2,172 | $13,783-84.2% | $11,616-81.3% | $11,426-81.0% |