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 | $62,677 | $172,111-63.6% | $150,298-58.3% | $137,256-54.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 17.25% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,361 | $4,636-49.1% | $4,154-43.2% | $4,156-43.2% |
| Participant deferral / active EE | $6,833 | $6,166+10.8% | $5,453+25.3% | $6,407+6.6% |
| Admin fee / account holder | $8,056 | $16,471-51.1% | $14,116-42.9% | $12,270-34.3% |