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 | $103,933 | $159,602-34.9% | $150,045-30.7% | $142,382-27.0% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 29.48% | 70.24%-40.8pp | 62.55%-33.1pp | 217.08%-187.6pp |
| Employer contribution / active EE | $6,105 | $4,961+23.1% | $4,693+30.1% | $4,299+42.0% |
| Participant deferral / active EE | $14,865 | $8,310+78.9% | $7,997+85.9% | $6,507+128.4% |
| Admin fee / account holder | $7,576 | $14,846-49.0% | $13,435-43.6% | $12,624-40.0% |