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 6-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 | $101,632 | $159,602-36.3% | $150,045-32.3% | $142,382-28.6% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 18.97% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,555 | $4,961+12.0% | $4,693+18.4% | $4,299+29.2% |
| Participant deferral / active EE | $11,006 | $8,310+32.4% | $7,997+37.6% | $6,507+69.1% |
| Admin fee / account holder | $1,664 | $14,846-88.8% | $13,435-87.6% | $12,624-86.8% |