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 | $27,731 | $154,228-82.0% | $145,433-80.9% | $137,256-79.8% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 20.48% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $6,087 | $4,804+26.7% | $4,554+33.6% | $4,156+46.5% |
| Participant deferral / active EE | $17,702 | $8,216+115.4% | $7,897+124.1% | $6,407+176.3% |
| Admin fee / account holder | $4,572 | $14,344-68.1% | $13,129-65.2% | $12,270-62.7% |