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 | $33,011 | $150,187-78.0% | $120,354-72.6% | $145,922-77.4% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 16.43% | 154.07%-137.6pp | 107.15%-90.7pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,823 | $4,348+10.9% | $3,463+39.3% | $4,660+3.5% |
| Participant deferral / active EE | $13,852 | $6,173+124.4% | $4,991+177.5% | $6,688+107.1% |
| Admin fee / account holder | $5,567 | $12,207-54.4% | $9,423-40.9% | $13,397-58.4% |