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 | $47,319 | $73,933-36.0% | $96,683-51.1% | $75,163-37.0% |
| Participation rate | 77.8% | 66.4%+11.4pp | 74.3%+3.4pp | 67.2%+10.6pp |
| Annual return | 22.04% | 26.70%-4.7pp | 35.69%-13.7pp | 160.62%-138.6pp |
| Employer contribution / active EE | $2,596 | $2,928-11.3% | $3,737-30.5% | $2,670-2.8% |
| Participant deferral / active EE | $6,485 | $3,659+77.2% | $4,878+32.9% | $4,125+57.2% |
| Admin fee / account holder | $302 | $5,216-94.2% | $6,730-95.5% | $5,651-94.7% |