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 | $47,355 | $124,425-61.9% | $112,040-57.7% | $137,256-65.5% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 14.26% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,582 | $3,411+34.3% | $2,954+55.1% | $4,156+10.3% |
| Participant deferral / active EE | $10,773 | $5,718+88.4% | $5,098+111.3% | $6,407+68.2% |
| Admin fee / account holder | $21,043 | $15,207+38.4% | $12,098+73.9% | $12,270+71.5% |