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 | $122,072 | $111,754+9.2% | $103,333+18.1% | $145,922-16.3% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 11.47% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $5,727 | $4,212+36.0% | $3,868+48.1% | $4,660+22.9% |
| Participant deferral / active EE | $7,699 | $5,619+37.0% | $5,057+52.2% | $6,688+15.1% |
| Admin fee / account holder | $1,693 | $9,750-82.6% | $8,355-79.7% | $13,397-87.4% |