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 | $100,844 | $97,744+3.2% | $103,476-2.5% | $145,922-30.9% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 16.11% | 25.41%-9.3pp | 23.90%-7.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $5,970 | $4,677+27.6% | $4,672+27.8% | $4,660+28.1% |
| Participant deferral / active EE | $12,217 | $6,603+85.0% | $6,623+84.5% | $6,688+82.7% |
| Admin fee / account holder | $4,397 | $12,515-64.9% | $9,413-53.3% | $13,397-67.2% |