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 6-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 | $104,536 | $177,572-41.1% | $154,803-32.5% | $142,382-26.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 11.67% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $10,032 | $4,810+108.5% | $4,305+133.0% | $4,299+133.3% |
| Participant deferral / active EE | $7,846 | $6,272+25.1% | $5,540+41.6% | $6,507+20.6% |
| Admin fee / account holder | $1,663 | $16,786-90.1% | $14,329-88.4% | $12,624-86.8% |