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 | $78,897 | $159,602-50.6% | $150,045-47.4% | $142,382-44.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 20.75% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $12,014 | $4,961+142.2% | $4,693+156.0% | $4,299+179.5% |
| Participant deferral / active EE | $6,962 | $8,310-16.2% | $7,997-12.9% | $6,507+7.0% |
| Admin fee / account holder | $5,272 | $14,846-64.5% | $13,435-60.8% | $12,624-58.2% |