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 | $82,903 | $159,602-48.1% | $150,045-44.7% | $142,382-41.8% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 18.40% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $7,362 | $4,961+48.4% | $4,693+56.9% | $4,299+71.3% |
| Participant deferral / active EE | $16,077 | $8,310+93.5% | $7,997+101.0% | $6,507+147.1% |
| Admin fee / account holder | $10,203 | $14,846-31.3% | $13,435-24.1% | $12,624-19.2% |