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 | $91,357 | $154,228-40.8% | $145,433-37.2% | $137,256-33.4% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 28.73% | 74.59%-45.9pp | 66.58%-37.8pp | 220.34%-191.6pp |
| Employer contribution / active EE | $15,871 | $4,804+230.4% | $4,554+248.5% | $4,156+281.9% |
| Participant deferral / active EE | $9,362 | $8,216+13.9% | $7,897+18.5% | $6,407+46.1% |
| Admin fee / account holder | $13,761 | $14,344-4.1% | $13,129+4.8% | $12,270+12.1% |