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 | $46,467 | $197,591-76.5% | $177,821-73.9% | $158,922-70.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 30.21% | 58.76%-28.5pp | 48.32%-18.1pp | 302.83%-272.6pp |
| Employer contribution / active EE | $1,919 | $6,697-71.3% | $5,918-67.6% | $4,761-59.7% |
| Participant deferral / active EE | $12,196 | $8,405+45.1% | $7,714+58.1% | $5,982+103.9% |
| Admin fee / account holder | $11,605 | $15,399-24.6% | $12,427-6.6% | $11,246+3.2% |