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 | $49,174 | $176,056-72.1% | $159,436-69.2% | $167,490-70.6% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 14.02% | 331.75%-317.7pp | 263.57%-249.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,616 | $5,297-31.7% | $4,829-25.1% | $4,837-25.3% |
| Participant deferral / active EE | $7,888 | $7,750+1.8% | $7,352+7.3% | $6,341+24.4% |
| Admin fee / account holder | $1,072 | $12,554-91.5% | $10,799-90.1% | $12,309-91.3% |