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 | $57,922 | $80,968-28.5% | $96,544-40.0% | $75,163-22.9% |
| Participation rate | 90.7% | 71.8%+18.9pp | 76.0%+14.7pp | 67.2%+23.5pp |
| Annual return | 35.63% | 27.06%+8.6pp | 25.84%+9.8pp | 160.62%-125.0pp |
| Employer contribution / active EE | $2,599 | $2,282+13.9% | $2,965-12.3% | $2,670-2.6% |
| Participant deferral / active EE | $11,124 | $3,928+183.2% | $4,851+129.3% | $4,125+169.7% |
| Admin fee / account holder | $1,262 | $6,724-81.2% | $8,252-84.7% | $5,651-77.7% |