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 | $51,239 | $159,602-67.9% | $150,045-65.9% | $142,382-64.0% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 15.81% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,768 | $4,961-64.4% | $4,693-62.3% | $4,299-58.9% |
| Participant deferral / active EE | $4,496 | $8,310-45.9% | $7,997-43.8% | $6,507-30.9% |
| Admin fee / account holder | $692 | $14,846-95.3% | $13,435-94.8% | $12,624-94.5% |