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 3-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 | $46,849 | $111,814-58.1% | $93,654-50.0% | $145,959-67.9% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 8.33% | 203.30%-195.0pp | 133.34%-125.0pp | 561.95%-553.6pp |
| Employer contribution / active EE | $3,569 | $3,092+15.4% | $2,421+47.4% | $4,661-23.4% |
| Participant deferral / active EE | $9,669 | $4,914+96.7% | $4,413+119.1% | $6,689+44.6% |
| Admin fee / account holder | $15,436 | $10,246+50.6% | $8,282+86.4% | $13,398+15.2% |