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 6-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 | $103,298 | $177,572-41.8% | $154,803-33.3% | $142,382-27.5% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.1%-4.4pp | 80.1%-6.4pp |
| Annual return | 16.66% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,222 | $4,810+50.1% | $4,305+67.7% | $4,299+68.0% |
| Participant deferral / active EE | $5,092 | $6,272-18.8% | $5,540-8.1% | $6,507-21.8% |
| Admin fee / account holder | $502 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |