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 | $105,550 | $214,378-50.8% | $200,582-47.4% | $142,382-25.9% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 17.94% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $11,033 | $6,841+61.3% | $6,419+71.9% | $4,299+156.6% |
| Participant deferral / active EE | $6,381 | $9,865-35.3% | $9,331-31.6% | $6,507-1.9% |
| Admin fee / account holder | $3,195 | $17,692-81.9% | $16,305-80.4% | $12,624-74.7% |