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 | $85,140 | $172,111-50.5% | $150,298-43.4% | $137,256-38.0% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 15.70% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,117 | $4,636-54.3% | $4,154-49.0% | $4,156-49.1% |
| Participant deferral / active EE | $5,634 | $6,166-8.6% | $5,453+3.3% | $6,407-12.1% |
| Admin fee / account holder | $35,414 | $16,471+115.0% | $14,116+150.9% | $12,270+188.6% |