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 | $66,401 | $106,584-37.7% | $101,326-34.5% | $142,382-53.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 29.19% | 36.93%-7.7pp | 36.82%-7.6pp | 217.08%-187.9pp |
| Employer contribution / active EE | $5,594 | $3,956+41.4% | $3,665+52.6% | $4,299+30.1% |
| Participant deferral / active EE | $13,112 | $8,297+58.0% | $7,994+64.0% | $6,507+101.5% |
| Admin fee / account holder | $2,380 | $11,446-79.2% | $11,185-78.7% | $12,624-81.1% |