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 | $47,559 | $159,602-70.2% | $150,045-68.3% | $142,382-66.6% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 22.09% | 70.24%-48.1pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $5,902 | $4,961+19.0% | $4,693+25.7% | $4,299+37.3% |
| Participant deferral / active EE | $8,647 | $8,310+4.1% | $7,997+8.1% | $6,507+32.9% |
| Admin fee / account holder | $992 | $14,846-93.3% | $13,435-92.6% | $12,624-92.1% |