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 8-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 | $49,951 | $162,781-69.3% | $133,956-62.7% | $158,922-68.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 10.20% | 41.94%-31.7pp | 45.09%-34.9pp | 302.83%-292.6pp |
| Employer contribution / active EE | $6,225 | $4,975+25.1% | $3,919+58.9% | $4,761+30.7% |
| Participant deferral / active EE | $11,049 | $5,911+86.9% | $5,048+118.9% | $5,982+84.7% |
| Admin fee / account holder | $48,601 | $11,736+314.1% | $8,927+444.4% | $11,246+332.2% |