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 | $48,393 | $178,174-72.8% | $156,181-69.0% | $137,256-64.7% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 17.64% | 84.19%-66.6pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,629 | $4,972-27.0% | $4,294-15.5% | $4,156-12.7% |
| Participant deferral / active EE | $5,249 | $6,888-23.8% | $6,132-14.4% | $6,407-18.1% |
| Admin fee / account holder | $6,422 | $17,404-63.1% | $14,586-56.0% | $12,270-47.7% |