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 | $86,165 | $177,572-51.5% | $154,803-44.3% | $142,382-39.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.22% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $8,323 | $4,810+73.0% | $4,305+93.3% | $4,299+93.6% |
| Participant deferral / active EE | $8,715 | $6,272+39.0% | $5,540+57.3% | $6,507+33.9% |
| Admin fee / account holder | $11,514 | $16,786-31.4% | $14,329-19.6% | $12,624-8.8% |