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 3-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 | $110,510 | $159,602-30.8% | $150,045-26.3% | $142,382-22.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 18.56% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,496 | $4,961-9.4% | $4,693-4.2% | $4,299+4.6% |
| Participant deferral / active EE | $9,559 | $8,310+15.0% | $7,997+19.5% | $6,507+46.9% |
| Admin fee / account holder | $7,430 | $14,846-50.0% | $13,435-44.7% | $12,624-41.1% |