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 | $105,538 | $172,111-38.7% | $150,298-29.8% | $137,256-23.1% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 20.54% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,284 | $4,636-7.6% | $4,154+3.1% | $4,156+3.1% |
| Participant deferral / active EE | $4,516 | $6,166-26.8% | $5,453-17.2% | $6,407-29.5% |
| Admin fee / account holder | $2,431 | $16,471-85.2% | $14,116-82.8% | $12,270-80.2% |