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 | $172,111-33.6% | $150,298-24.0% | $137,256-16.8% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 16.72% | 69.37%-52.6pp | 62.79%-46.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,985 | $4,636-35.6% | $4,154-28.1% | $4,156-28.2% |
| Participant deferral / active EE | $7,712 | $6,166+25.1% | $5,453+41.4% | $6,407+20.4% |
| Admin fee / account holder | $5,566 | $16,471-66.2% | $14,116-60.6% | $12,270-54.6% |