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 | $43,197 | $175,202-75.3% | $149,673-71.1% | $139,434-69.0% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 21.82% | 166.71%-144.9pp | 134.42%-112.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $6,206 | $5,474+13.4% | $4,818+28.8% | $4,751+30.6% |
| Participant deferral / active EE | $3,026 | $6,519-53.6% | $5,680-46.7% | $6,710-54.9% |
| Admin fee / account holder | $855 | $16,150-94.7% | $13,210-93.5% | $11,403-92.5% |