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 | $45,139 | $180,028-74.9% | $138,135-67.3% | $158,922-71.6% |
| Participation rate | 82.6% | 82.2%+0.4pp | 78.7%+3.9pp | 82.0%+0.7pp |
| Annual return | 216.92% | 21.68%+195.2pp | 20.51%+196.4pp | 302.83%-85.9pp |
| Employer contribution / active EE | $3,442 | $7,470-53.9% | $5,587-38.4% | $4,761-27.7% |
| Participant deferral / active EE | $4,330 | $7,717-43.9% | $6,431-32.7% | $5,982-27.6% |
| Admin fee / account holder | $325 | $17,912-98.2% | $11,856-97.3% | $11,246-97.1% |