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 6-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 | $102,558 | $201,272-49.0% | $184,203-44.3% | $145,922-29.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 16.58% | 29.00%-12.4pp | 28.81%-12.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $4,002 | $7,022-43.0% | $6,427-37.7% | $4,660-14.1% |
| Participant deferral / active EE | $9,931 | $9,806+1.3% | $9,131+8.8% | $6,688+48.5% |
| Admin fee / account holder | $2,013 | $16,364-87.7% | $13,901-85.5% | $13,397-85.0% |