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 | $34,776 | $176,056-80.2% | $159,436-78.2% | $167,490-79.2% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 21.90% | 331.75%-309.8pp | 263.57%-241.7pp | 478.56%-456.7pp |
| Employer contribution / active EE | $4,680 | $5,297-11.7% | $4,829-3.1% | $4,837-3.3% |
| Participant deferral / active EE | $9,630 | $7,750+24.3% | $7,352+31.0% | $6,341+51.9% |
| Admin fee / account holder | $1,070 | $12,554-91.5% | $10,799-90.1% | $12,309-91.3% |