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 | $111,535-49.5% | $105,223-46.4% | $137,256-58.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 14.05% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,101 | $3,939-46.7% | $3,689-43.0% | $4,156-49.4% |
| Participant deferral / active EE | $5,809 | $5,500+5.6% | $5,072+14.5% | $6,407-9.3% |
| Admin fee / account holder | $1,677 | $9,721-82.7% | $8,859-81.1% | $12,270-86.3% |