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 | $172,111-49.9% | $150,298-42.7% | $137,256-37.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.22% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $8,323 | $4,636+79.5% | $4,154+100.4% | $4,156+100.3% |
| Participant deferral / active EE | $8,715 | $6,166+41.3% | $5,453+59.8% | $6,407+36.0% |
| Admin fee / account holder | $11,514 | $16,471-30.1% | $14,116-18.4% | $12,270-6.2% |