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 | $119,339 | $183,519-35.0% | $155,509-23.3% | $145,922-18.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.56% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $9,441 | $5,313+77.7% | $4,672+102.1% | $4,660+102.6% |
| Participant deferral / active EE | $6,417 | $6,462-0.7% | $5,626+14.1% | $6,688-4.1% |
| Admin fee / account holder | $325 | $19,313-98.3% | $15,912-98.0% | $13,397-97.6% |