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 | $36,248 | $180,749-79.9% | $160,784-77.5% | $137,256-73.6% |
| Participation rate | 81.0% | 80.0%+1.0pp | 77.0%+4.0pp | 80.0%+1.0pp |
| Annual return | 14.96% | 2234.46%-2219.5pp | 1803.92%-1789.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $6,078 | $4,155+46.3% | $3,733+62.8% | $4,156+46.3% |
| Participant deferral / active EE | $1,293 | $6,844-81.1% | $6,293-79.5% | $6,407-79.8% |
| Admin fee / account holder | $1,146 | $10,397-89.0% | $9,717-88.2% | $12,270-90.7% |