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 8-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 | $101,209 | $178,174-43.2% | $156,181-35.2% | $137,256-26.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 18.57% | 84.19%-65.6pp | 64.87%-46.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $6,519 | $4,972+31.1% | $4,294+51.8% | $4,156+56.8% |
| Participant deferral / active EE | $7,648 | $6,888+11.0% | $6,132+24.7% | $6,407+19.4% |
| Admin fee / account holder | $992 | $17,404-94.3% | $14,586-93.2% | $12,270-91.9% |