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 | $60,680 | $159,602-62.0% | $150,045-59.6% | $142,382-57.4% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 19.37% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $7,663 | $4,961+54.5% | $4,693+63.3% | $4,299+78.2% |
| Participant deferral / active EE | $5,361 | $8,310-35.5% | $7,997-33.0% | $6,507-17.6% |
| Admin fee / account holder | $16,510 | $14,846+11.2% | $13,435+22.9% | $12,624+30.8% |