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 | $114,860 | $183,519-37.4% | $155,509-26.1% | $145,922-21.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 9.76% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,891 | $5,313-45.6% | $4,672-38.1% | $4,660-38.0% |
| Participant deferral / active EE | $8,630 | $6,462+33.5% | $5,626+53.4% | $6,688+29.0% |
| Admin fee / account holder | $2,262 | $19,313-88.3% | $15,912-85.8% | $13,397-83.1% |