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 | $50,897 | $177,572-71.3% | $154,803-67.1% | $142,382-64.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 13.41% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,305 | $4,810+10.3% | $4,305+23.2% | $4,299+23.4% |
| Participant deferral / active EE | $6,523 | $6,272+4.0% | $5,540+17.7% | $6,507+0.2% |
| Admin fee / account holder | $4,333 | $16,786-74.2% | $14,329-69.8% | $12,624-65.7% |