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 | $49,687 | $110,257-54.9% | $96,544-48.5% | $139,434-64.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 43.59% | 26.32%+17.3pp | 25.84%+17.7pp | 372.94%-329.4pp |
| Employer contribution / active EE | $3,005 | $3,620-17.0% | $2,965+1.3% | $4,751-36.8% |
| Participant deferral / active EE | $9,747 | $5,548+75.7% | $4,851+100.9% | $6,710+45.3% |
| Admin fee / account holder | $5,175 | $11,591-55.4% | $8,252-37.3% | $11,403-54.6% |