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 | $227,975 | $179,726+26.8% | $156,263+45.9% | $142,382+60.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 12.94% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,403 | $5,069-52.6% | $4,333-44.5% | $4,299-44.1% |
| Participant deferral / active EE | $8,576 | $6,956+23.3% | $6,158+39.3% | $6,507+31.8% |
| Admin fee / account holder | $8,839 | $17,272-48.8% | $14,255-38.0% | $12,624-30.0% |