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 7-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 | $47,960 | $103,376-53.6% | $87,100-44.9% | $152,861-68.6% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.9%+17.2pp | 82.4%+11.7pp |
| Annual return | 55.73% | 28.10%+27.6pp | 28.19%+27.5pp | 345.32%-289.6pp |
| Employer contribution / active EE | $3,072 | $3,220-4.6% | $2,521+21.9% | $4,762-35.5% |
| Participant deferral / active EE | $5,883 | $4,778+23.1% | $4,049+45.3% | $5,850+0.6% |
| Admin fee / account holder | $10,914 | $12,205-10.6% | $7,497+45.6% | $11,596-5.9% |