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 | $111,896 | $228,332-51.0% | $185,823-39.8% | $158,922-29.6% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 12.39% | 40.80%-28.4pp | 35.95%-23.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $24,208 | $4,967+387.4% | $4,087+492.3% | $4,761+408.5% |
| Participant deferral / active EE | $11,903 | $6,415+85.6% | $5,632+111.3% | $5,982+99.0% |
| Admin fee / account holder | $3,691 | $11,864-68.9% | $9,500-61.1% | $11,246-67.2% |