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 | $59,473 | $183,519-67.6% | $155,509-61.8% | $145,922-59.2% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 9.52% | 61.17%-51.6pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $4,344 | $5,313-18.2% | $4,672-7.0% | $4,660-6.8% |
| Participant deferral / active EE | $8,409 | $6,462+30.1% | $5,626+49.5% | $6,688+25.7% |
| Admin fee / account holder | $8,352 | $19,313-56.8% | $15,912-47.5% | $13,397-37.7% |