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 | $22,851 | $148,534-84.6% | $135,903-83.2% | $139,434-83.6% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 14.00% | 79.19%-65.2pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $6,541 | $5,243+24.8% | $4,856+34.7% | $4,751+37.7% |
| Participant deferral / active EE | $3,709 | $8,100-54.2% | $7,758-52.2% | $6,710-44.7% |
| Admin fee / account holder | $18,412 | $12,400+48.5% | $10,762+71.1% | $11,403+61.5% |