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 | $103,594 | $214,378-51.7% | $200,582-48.4% | $142,382-27.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 26.86% | 46.41%-19.5pp | 42.33%-15.5pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,044 | $6,841-70.1% | $6,419-68.2% | $4,299-52.5% |
| Participant deferral / active EE | $7,514 | $9,865-23.8% | $9,331-19.5% | $6,507+15.5% |
| Admin fee / account holder | $12,519 | $17,692-29.2% | $16,305-23.2% | $12,624-0.8% |