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 | $56,358 | $114,381-50.7% | $107,525-47.6% | $142,382-60.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 14.05% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,101 | $4,015-47.7% | $3,754-44.0% | $4,299-51.1% |
| Participant deferral / active EE | $5,809 | $5,564+4.4% | $5,116+13.6% | $6,507-10.7% |
| Admin fee / account holder | $1,677 | $9,860-83.0% | $8,919-81.2% | $12,624-86.7% |