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 | $49,332 | $116,175-57.5% | $93,606-47.3% | $152,861-67.7% |
| Participation rate | 88.9% | 78.0%+10.8pp | 75.8%+13.1pp | 82.4%+6.4pp |
| Annual return | 17.78% | 35.96%-18.2pp | 32.76%-15.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,274 | $3,218-29.3% | $2,718-16.3% | $4,762-52.2% |
| Participant deferral / active EE | $3,043 | $4,603-33.9% | $4,069-25.2% | $5,850-48.0% |
| Admin fee / account holder | $547 | $10,748-94.9% | $7,888-93.1% | $11,596-95.3% |