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 | $72,103 | $110,257-34.6% | $96,544-25.3% | $139,434-48.3% |
| Participation rate | 76.9% | 78.1%-1.2pp | 76.0%+1.0pp | 80.3%-3.4pp |
| Annual return | 20.46% | 26.32%-5.9pp | 25.84%-5.4pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,963 | $3,620-18.1% | $2,965-0.1% | $4,751-37.6% |
| Participant deferral / active EE | $10,387 | $5,548+87.2% | $4,851+114.1% | $6,710+54.8% |
| Admin fee / account holder | $2,566 | $11,591-77.9% | $8,252-68.9% | $11,403-77.5% |