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 | $55,432 | $111,754-50.4% | $103,333-46.4% | $145,922-62.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 37.37% | 24.77%+12.6pp | 24.88%+12.5pp | 561.29%-523.9pp |
| Employer contribution / active EE | $3,864 | $4,212-8.3% | $3,868-0.1% | $4,660-17.1% |
| Participant deferral / active EE | $8,144 | $5,619+44.9% | $5,057+61.0% | $6,688+21.8% |
| Admin fee / account holder | $15,542 | $9,750+59.4% | $8,355+86.0% | $13,397+16.0% |