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 | $179,726-43.7% | $156,263-35.2% | $142,382-28.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 18.57% | 77.86%-59.3pp | 59.47%-40.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $6,519 | $5,069+28.6% | $4,333+50.4% | $4,299+51.6% |
| Participant deferral / active EE | $7,648 | $6,956+9.9% | $6,158+24.2% | $6,507+17.5% |
| Admin fee / account holder | $992 | $17,272-94.3% | $14,255-93.0% | $12,624-92.1% |