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 | $120,120 | $106,515+12.8% | $96,683+24.2% | $139,434-13.9% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 14.01% | 38.43%-24.4pp | 35.69%-21.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,197 | $4,103-70.8% | $3,737-68.0% | $4,751-74.8% |
| Participant deferral / active EE | $6,451 | $5,454+18.3% | $4,878+32.2% | $6,710-3.9% |
| Admin fee / account holder | $1,827 | $7,877-76.8% | $6,730-72.9% | $11,403-84.0% |