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 | $99,344 | $159,602-37.8% | $150,045-33.8% | $142,382-30.2% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 12.61% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $5,868 | $4,961+18.3% | $4,693+25.0% | $4,299+36.5% |
| Participant deferral / active EE | $12,034 | $8,310+44.8% | $7,997+50.5% | $6,507+84.9% |
| Admin fee / account holder | $33,248 | $14,846+123.9% | $13,435+147.5% | $12,624+163.4% |