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 6-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 | $50,543 | $183,592-72.5% | $155,567-67.5% | $145,959-65.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.02% | 61.24%-48.2pp | 64.74%-51.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,956 | $5,315-44.4% | $4,674-36.8% | $4,661-36.6% |
| Participant deferral / active EE | $6,308 | $6,464-2.4% | $5,628+12.1% | $6,689-5.7% |
| Admin fee / account holder | $320 | $19,318-98.3% | $15,916-98.0% | $13,398-97.6% |