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 | $84,335 | $183,519-54.0% | $155,509-45.8% | $145,922-42.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.91% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $12,924 | $5,313+143.3% | $4,672+176.6% | $4,660+177.4% |
| Participant deferral / active EE | $7,379 | $6,462+14.2% | $5,626+31.2% | $6,688+10.3% |
| Admin fee / account holder | $11,292 | $19,313-41.5% | $15,912-29.0% | $13,397-15.7% |