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 | $52,200 | $148,534-64.9% | $135,903-61.6% | $139,434-62.6% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 20.07% | 79.19%-59.1pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $4,790 | $5,243-8.6% | $4,856-1.4% | $4,751+0.8% |
| Participant deferral / active EE | $11,816 | $8,100+45.9% | $7,758+52.3% | $6,710+76.1% |
| Admin fee / account holder | $1,637 | $12,400-86.8% | $10,762-84.8% | $11,403-85.6% |