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 | $49,556 | $114,381-56.7% | $107,525-53.9% | $142,382-65.2% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 15.24% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,249 | $4,015-44.0% | $3,754-40.1% | $4,299-47.7% |
| Participant deferral / active EE | $5,958 | $5,564+7.1% | $5,116+16.5% | $6,507-8.4% |
| Admin fee / account holder | $622 | $9,860-93.7% | $8,919-93.0% | $12,624-95.1% |