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 | $154,228-48.8% | $145,433-45.8% | $137,256-42.5% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 20.75% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $12,014 | $4,804+150.1% | $4,554+163.8% | $4,156+189.1% |
| Participant deferral / active EE | $6,962 | $8,216-15.3% | $7,897-11.8% | $6,407+8.7% |
| Admin fee / account holder | $5,272 | $14,344-63.2% | $13,129-59.8% | $12,270-57.0% |