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 | $44,265 | $177,572-75.1% | $154,803-71.4% | $142,382-68.9% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 17.66% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,097 | $4,810-56.4% | $4,305-51.3% | $4,299-51.2% |
| Participant deferral / active EE | $5,727 | $6,272-8.7% | $5,540+3.4% | $6,507-12.0% |
| Admin fee / account holder | $2,512 | $16,786-85.0% | $14,329-82.5% | $12,624-80.1% |