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 | $43,916 | $197,591-77.8% | $177,821-75.3% | $158,922-72.4% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 55.27% | 58.76%-3.5pp | 48.32%+6.9pp | 302.83%-247.6pp |
| Employer contribution / active EE | $4,673 | $6,697-30.2% | $5,918-21.0% | $4,761-1.9% |
| Participant deferral / active EE | $7,434 | $8,405-11.6% | $7,714-3.6% | $5,982+24.3% |
| Admin fee / account holder | $1,027 | $15,399-93.3% | $12,427-91.7% | $11,246-90.9% |