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 | $104,403 | $172,111-39.3% | $150,298-30.5% | $137,256-23.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 19.25% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,877 | $4,636-37.9% | $4,154-30.7% | $4,156-30.8% |
| Participant deferral / active EE | $6,529 | $6,166+5.9% | $5,453+19.7% | $6,407+1.9% |
| Admin fee / account holder | $977 | $16,471-94.1% | $14,116-93.1% | $12,270-92.0% |