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 | $42,128 | $93,571-55.0% | $135,903-69.0% | $75,163-44.0% |
| Participation rate | 87.7% | 75.2%+12.5pp | 81.9%+5.8pp | 67.2%+20.5pp |
| Annual return | 41.84% | 30.90%+10.9pp | 68.23%-26.4pp | 160.62%-118.8pp |
| Employer contribution / active EE | $3,902 | $3,537+10.3% | $4,856-19.6% | $2,670+46.2% |
| Participant deferral / active EE | $15,473 | $6,404+141.6% | $7,758+99.5% | $4,125+275.1% |
| Admin fee / account holder | $1,761 | $6,975-74.8% | $10,762-83.6% | $5,651-68.8% |