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 9-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 | $96,238 | $177,572-45.8% | $154,803-37.8% | $142,382-32.4% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 15.24% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $8,594 | $4,810+78.7% | $4,305+99.6% | $4,299+99.9% |
| Participant deferral / active EE | $5,679 | $6,272-9.5% | $5,540+2.5% | $6,507-12.7% |
| Admin fee / account holder | $1,695 | $16,786-89.9% | $14,329-88.2% | $12,624-86.6% |