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 | $135,646 | $111,535+21.6% | $105,223+28.9% | $137,256-1.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 17.72% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $11,315 | $3,939+187.2% | $3,689+206.8% | $4,156+172.3% |
| Participant deferral / active EE | $2,887 | $5,500-47.5% | $5,072-43.1% | $6,407-54.9% |
| Admin fee / account holder | $4,769 | $9,721-50.9% | $8,859-46.2% | $12,270-61.1% |