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 | $154,102 | $114,381+34.7% | $107,525+43.3% | $142,382+8.2% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 15.65% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,548 | $4,015-36.5% | $3,754-32.1% | $4,299-40.7% |
| Participant deferral / active EE | $5,963 | $5,564+7.2% | $5,116+16.6% | $6,507-8.4% |
| Admin fee / account holder | $1,572 | $9,860-84.1% | $8,919-82.4% | $12,624-87.5% |