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 | $44,365 | $109,327-59.4% | $89,391-50.4% | $158,922-72.1% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 24.10% | 345.68%-321.6pp | 245.62%-221.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $3,224 | $3,170+1.7% | $2,586+24.7% | $4,761-32.3% |
| Participant deferral / active EE | $7,490 | $4,598+62.9% | $3,890+92.6% | $5,982+25.2% |
| Admin fee / account holder | $1,241 | $6,153-79.8% | $4,881-74.6% | $11,246-89.0% |