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 | $48,902 | $148,534-67.1% | $135,903-64.0% | $139,434-64.9% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 21.02% | 79.19%-58.2pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $3,218 | $5,243-38.6% | $4,856-33.7% | $4,751-32.3% |
| Participant deferral / active EE | $9,127 | $8,100+12.7% | $7,758+17.7% | $6,710+36.0% |
| Admin fee / account holder | $1,177 | $12,400-90.5% | $10,762-89.1% | $11,403-89.7% |