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 | $51,673 | $185,822-72.2% | $169,993-69.6% | $139,434-62.9% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 20.40% | 60.50%-40.1pp | 53.37%-33.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $5,338 | $7,590-29.7% | $6,785-21.3% | $4,751+12.4% |
| Participant deferral / active EE | $5,986 | $11,622-48.5% | $10,408-42.5% | $6,710-10.8% |
| Admin fee / account holder | $6,133 | $15,381-60.1% | $12,815-52.1% | $11,403-46.2% |