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 | $104,967 | $183,519-42.8% | $155,509-32.5% | $145,922-28.1% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 9.40% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $5,151 | $5,313-3.0% | $4,672+10.2% | $4,660+10.5% |
| Participant deferral / active EE | $4,612 | $6,462-28.6% | $5,626-18.0% | $6,688-31.0% |
| Admin fee / account holder | $1,145 | $19,313-94.1% | $15,912-92.8% | $13,397-91.5% |