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 | $38,031 | $106,584-64.3% | $101,326-62.5% | $142,382-73.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 58.85% | 36.93%+21.9pp | 36.82%+22.0pp | 217.08%-158.2pp |
| Employer contribution / active EE | $2,921 | $3,956-26.2% | $3,665-20.3% | $4,299-32.0% |
| Participant deferral / active EE | $6,351 | $8,297-23.5% | $7,994-20.6% | $6,507-2.4% |
| Admin fee / account holder | $15,755 | $11,446+37.6% | $11,185+40.9% | $12,624+24.8% |