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 | $154,228-66.5% | $145,433-64.5% | $137,256-62.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 41.26% | 74.59%-33.3pp | 66.58%-25.3pp | 220.34%-179.1pp |
| Employer contribution / active EE | $6,550 | $4,804+36.3% | $4,554+43.8% | $4,156+57.6% |
| Participant deferral / active EE | $12,117 | $8,216+47.5% | $7,897+53.4% | $6,407+89.1% |
| Admin fee / account holder | $4,594 | $14,344-68.0% | $13,129-65.0% | $12,270-62.6% |