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 | $78,417 | $217,402-63.9% | $185,823-57.8% | $167,490-53.2% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 9.70% | 148.36%-138.7pp | 122.05%-112.3pp | 478.56%-468.9pp |
| Employer contribution / active EE | $14,394 | $5,873+145.1% | $5,167+178.6% | $4,837+197.5% |
| Participant deferral / active EE | $9,816 | $6,356+54.4% | $5,568+76.3% | $6,341+54.8% |
| Admin fee / account holder | $1,649 | $19,811-91.7% | $16,237-89.8% | $12,309-86.6% |