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 | $105,039 | $172,111-39.0% | $150,298-30.1% | $137,256-23.5% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 21.91% | 69.37%-47.5pp | 62.79%-40.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $6,079 | $4,636+31.1% | $4,154+46.3% | $4,156+46.3% |
| Participant deferral / active EE | $4,841 | $6,166-21.5% | $5,453-11.2% | $6,407-24.4% |
| Admin fee / account holder | $1,080 | $16,471-93.4% | $14,116-92.4% | $12,270-91.2% |