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 | $97,259 | $177,572-45.2% | $154,803-37.2% | $142,382-31.7% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 19.67% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $7,586 | $4,810+57.7% | $4,305+76.2% | $4,299+76.4% |
| Participant deferral / active EE | $6,368 | $6,272+1.5% | $5,540+14.9% | $6,507-2.1% |
| Admin fee / account holder | $806 | $16,786-95.2% | $14,329-94.4% | $12,624-93.6% |