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 | $24,476 | $179,726-86.4% | $156,263-84.3% | $142,382-82.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 20.88% | 77.86%-57.0pp | 59.47%-38.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,641 | $5,069-8.4% | $4,333+7.1% | $4,299+8.0% |
| Participant deferral / active EE | $5,594 | $6,956-19.6% | $6,158-9.2% | $6,507-14.0% |
| Admin fee / account holder | $4,613 | $17,272-73.3% | $14,255-67.6% | $12,624-63.5% |