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 6-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 | $48,499 | $93,571-48.2% | $135,903-64.3% | $75,163-35.5% |
| Participation rate | 89.5% | 75.2%+14.3pp | 81.9%+7.6pp | 67.2%+22.3pp |
| Annual return | 41.24% | 30.90%+10.3pp | 68.23%-27.0pp | 160.62%-119.4pp |
| Employer contribution / active EE | $4,131 | $3,537+16.8% | $4,856-14.9% | $2,670+54.7% |
| Participant deferral / active EE | $13,809 | $6,404+115.6% | $7,758+78.0% | $4,125+234.8% |
| Admin fee / account holder | $1,957 | $6,975-71.9% | $10,762-81.8% | $5,651-65.4% |