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 8-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 | $49,906 | $93,571-46.7% | $135,903-63.3% | $75,163-33.6% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 15.64% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,261 | $3,537-7.8% | $4,856-32.9% | $2,670+22.1% |
| Participant deferral / active EE | $7,844 | $6,404+22.5% | $7,758+1.1% | $4,125+90.1% |
| Admin fee / account holder | $5,177 | $6,975-25.8% | $10,762-51.9% | $5,651-8.4% |