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 | $77,826 | $125,758-38.1% | $169,993-54.2% | $75,163+3.5% |
| Participation rate | 91.3% | 83.6%+7.7pp | 87.0%+4.3pp | 67.2%+24.1pp |
| Annual return | 26.24% | 27.20%-1.0pp | 53.37%-27.1pp | 160.62%-134.4pp |
| Employer contribution / active EE | $5,712 | $4,615+23.8% | $6,785-15.8% | $2,670+113.9% |
| Participant deferral / active EE | $7,207 | $6,837+5.4% | $10,408-30.8% | $4,125+74.7% |
| Admin fee / account holder | $942 | $8,173-88.5% | $12,815-92.6% | $5,651-83.3% |