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 8-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 | $99,182 | $201,272-50.7% | $184,203-46.2% | $145,922-32.0% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 13.05% | 29.00%-15.9pp | 28.81%-15.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,106 | $7,022-70.0% | $6,427-67.2% | $4,660-54.8% |
| Participant deferral / active EE | $3,867 | $9,806-60.6% | $9,131-57.6% | $6,688-42.2% |
| Admin fee / account holder | $13,088 | $16,364-20.0% | $13,901-5.8% | $13,397-2.3% |