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 8-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 | $48,444 | $97,744-50.4% | $103,476-53.2% | $145,922-66.8% |
| Participation rate | 94.4% | 81.1%+13.4pp | 80.5%+13.9pp | 80.3%+14.2pp |
| Annual return | 16.60% | 25.41%-8.8pp | 23.90%-7.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $6,270 | $4,677+34.1% | $4,672+34.2% | $4,660+34.6% |
| Participant deferral / active EE | $2,236 | $6,603-66.1% | $6,623-66.2% | $6,688-66.6% |
| Admin fee / account holder | $3,661 | $12,515-70.7% | $9,413-61.1% | $13,397-72.7% |