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 | $78,437 | $110,257-28.9% | $96,544-18.8% | $139,434-43.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 20.10% | 26.32%-6.2pp | 25.84%-5.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,715 | $3,620+2.6% | $2,965+25.3% | $4,751-21.8% |
| Participant deferral / active EE | $12,517 | $5,548+125.6% | $4,851+158.0% | $6,710+86.5% |
| Admin fee / account holder | $589 | $11,591-94.9% | $8,252-92.9% | $11,403-94.8% |