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 | $47,961 | $78,520-38.9% | $96,576-50.3% | $82,448-41.8% |
| Participation rate | 98.8% | 77.7%+21.1pp | 81.4%+17.4pp | 68.1%+30.8pp |
| Annual return | 24.11% | 41.30%-17.2pp | 38.47%-14.4pp | 41.64%-17.5pp |
| Employer contribution / active EE | $4,512 | $2,630+71.6% | $3,553+27.0% | $2,551+76.9% |
| Participant deferral / active EE | $8,790 | $6,754+30.1% | $7,956+10.5% | $4,139+112.4% |
| Admin fee / account holder | $884 | $13,455-93.4% | $11,381-92.2% | $7,234-87.8% |