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 | $50,852 | $148,534-65.8% | $135,903-62.6% | $139,434-63.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 21.54% | 79.19%-57.6pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $6,245 | $5,243+19.1% | $4,856+28.6% | $4,751+31.5% |
| Participant deferral / active EE | $13,757 | $8,100+69.8% | $7,758+77.3% | $6,710+105.0% |
| Admin fee / account holder | $12,427 | $12,400+0.2% | $10,762+15.5% | $11,403+9.0% |