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 | $120,445 | $177,572-32.2% | $154,803-22.2% | $142,382-15.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 12.32% | 65.07%-52.7pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,696 | $4,810-23.2% | $4,305-14.2% | $4,299-14.0% |
| Participant deferral / active EE | $6,037 | $6,272-3.7% | $5,540+9.0% | $6,507-7.2% |
| Admin fee / account holder | $3,473 | $16,786-79.3% | $14,329-75.8% | $12,624-72.5% |