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 | $76,944 | $185,822-58.6% | $169,993-54.7% | $139,434-44.8% |
| Participation rate | 85.0% | 87.8%-2.8pp | 87.0%-2.0pp | 80.3%+4.7pp |
| Annual return | 17.32% | 60.50%-43.2pp | 53.37%-36.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $5,262 | $7,590-30.7% | $6,785-22.4% | $4,751+10.8% |
| Participant deferral / active EE | $13,252 | $11,622+14.0% | $10,408+27.3% | $6,710+97.5% |
| Admin fee / account holder | $11,351 | $15,381-26.2% | $12,815-11.4% | $11,403-0.4% |