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 | $119,978 | $197,591-39.3% | $177,821-32.5% | $158,922-24.5% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 16.83% | 58.76%-41.9pp | 48.32%-31.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $5,699 | $6,697-14.9% | $5,918-3.7% | $4,761+19.7% |
| Participant deferral / active EE | $12,761 | $8,405+51.8% | $7,714+65.4% | $5,982+113.3% |
| Admin fee / account holder | $3,452 | $15,399-77.6% | $12,427-72.2% | $11,246-69.3% |