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 | $106,503 | $179,726-40.7% | $156,263-31.8% | $142,382-25.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 17.74% | 77.86%-60.1pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,610 | $5,069-28.8% | $4,333-16.7% | $4,299-16.0% |
| Participant deferral / active EE | $7,492 | $6,956+7.7% | $6,158+21.7% | $6,507+15.1% |
| Admin fee / account holder | $7,161 | $17,272-58.5% | $14,255-49.8% | $12,624-43.3% |