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 | $114,220 | $177,572-35.7% | $154,803-26.2% | $142,382-19.8% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 16.72% | 65.07%-48.3pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,985 | $4,810-37.9% | $4,305-30.7% | $4,299-30.6% |
| Participant deferral / active EE | $7,712 | $6,272+23.0% | $5,540+39.2% | $6,507+18.5% |
| Admin fee / account holder | $5,566 | $16,786-66.8% | $14,329-61.2% | $12,624-55.9% |