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 | $120,722 | $201,272-40.0% | $184,203-34.5% | $145,922-17.3% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 15.61% | 29.00%-13.4pp | 28.81%-13.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,670 | $7,022-47.7% | $6,427-42.9% | $4,660-21.2% |
| Participant deferral / active EE | $10,661 | $9,806+8.7% | $9,131+16.8% | $6,688+59.4% |
| Admin fee / account holder | $5,458 | $16,364-66.6% | $13,901-60.7% | $13,397-59.3% |