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 | $68,817 | $209,336-67.1% | $197,124-65.1% | $137,256-49.9% |
| Participation rate | 91.3% | 87.3%+4.0pp | 86.7%+4.6pp | 80.0%+11.3pp |
| Annual return | 14.33% | 48.09%-33.8pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $7,024 | $6,591+6.6% | $6,227+12.8% | $4,156+69.0% |
| Participant deferral / active EE | $29,633 | $9,614+208.2% | $9,135+224.4% | $6,407+362.5% |
| Admin fee / account holder | $40,705 | $17,308+135.2% | $16,298+149.8% | $12,270+231.7% |