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 | $30,143 | $159,602-81.1% | $150,045-79.9% | $142,382-78.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 13.75% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,084 | $4,961-37.8% | $4,693-34.3% | $4,299-28.3% |
| Participant deferral / active EE | $11,441 | $8,310+37.7% | $7,997+43.1% | $6,507+75.8% |
| Admin fee / account holder | $29,724 | $14,846+100.2% | $13,435+121.2% | $12,624+135.5% |