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 | $157,837 | $214,378-26.4% | $200,582-21.3% | $142,382+10.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 16.70% | 46.41%-29.7pp | 42.33%-25.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,909 | $6,841-72.1% | $6,419-70.3% | $4,299-55.6% |
| Participant deferral / active EE | $9,250 | $9,865-6.2% | $9,331-0.9% | $6,507+42.2% |
| Admin fee / account holder | $1,615 | $17,692-90.9% | $16,305-90.1% | $12,624-87.2% |