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 | $63,048 | $172,111-63.4% | $150,298-58.1% | $137,256-54.1% |
| Participation rate | 82.4% | 81.7%+0.6pp | 77.8%+4.6pp | 80.0%+2.4pp |
| Annual return | 18.41% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $7,893 | $4,636+70.2% | $4,154+90.0% | $4,156+89.9% |
| Participant deferral / active EE | $13,204 | $6,166+114.2% | $5,453+142.2% | $6,407+106.1% |
| Admin fee / account holder | $22,422 | $16,471+36.1% | $14,116+58.8% | $12,270+82.7% |