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 | $51,668 | $159,602-67.6% | $150,045-65.6% | $142,382-63.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 41.26% | 70.24%-29.0pp | 62.55%-21.3pp | 217.08%-175.8pp |
| Employer contribution / active EE | $6,550 | $4,961+32.0% | $4,693+39.6% | $4,299+52.3% |
| Participant deferral / active EE | $12,117 | $8,310+45.8% | $7,997+51.5% | $6,507+86.2% |
| Admin fee / account holder | $4,594 | $14,846-69.1% | $13,435-65.8% | $12,624-63.6% |