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 | $80,592 | $159,602-49.5% | $150,045-46.3% | $142,382-43.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 21.49% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,120 | $4,961-37.1% | $4,693-33.5% | $4,299-27.4% |
| Participant deferral / active EE | $11,963 | $8,310+44.0% | $7,997+49.6% | $6,507+83.8% |
| Admin fee / account holder | $5,069 | $14,846-65.9% | $13,435-62.3% | $12,624-59.8% |