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 | $57,480 | $148,534-61.3% | $135,903-57.7% | $139,434-58.8% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 24.87% | 79.19%-54.3pp | 68.23%-43.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $5,739 | $5,243+9.5% | $4,856+18.2% | $4,751+20.8% |
| Participant deferral / active EE | $13,339 | $8,100+64.7% | $7,758+71.9% | $6,710+98.8% |
| Admin fee / account holder | $372 | $12,400-97.0% | $10,762-96.5% | $11,403-96.7% |