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 | $47,837 | $185,822-74.3% | $169,993-71.9% | $139,434-65.7% |
| Participation rate | 94.7% | 87.8%+7.0pp | 87.0%+7.7pp | 80.3%+14.4pp |
| Annual return | 23.93% | 60.50%-36.6pp | 53.37%-29.4pp | 372.94%-349.0pp |
| Employer contribution / active EE | $3,702 | $7,590-51.2% | $6,785-45.4% | $4,751-22.1% |
| Participant deferral / active EE | $7,576 | $11,622-34.8% | $10,408-27.2% | $6,710+12.9% |
| Admin fee / account holder | $2,930 | $15,381-81.0% | $12,815-77.1% | $11,403-74.3% |