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 8-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 | $49,184 | $112,881-56.4% | $90,951-45.9% | $158,922-69.1% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.7pp |
| Annual return | 13.07% | 215.79%-202.7pp | 134.60%-121.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,663 | $2,893-8.0% | $2,122+25.5% | $4,761-44.1% |
| Participant deferral / active EE | $7,238 | $4,128+75.4% | $3,373+114.6% | $5,982+21.0% |
| Admin fee / account holder | $3,872 | $8,041-51.8% | $5,959-35.0% | $11,246-65.6% |