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 | $90,523 | $177,572-49.0% | $154,803-41.5% | $142,382-36.4% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 15.93% | 65.07%-49.1pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,611 | $4,810-24.9% | $4,305-16.1% | $4,299-16.0% |
| Participant deferral / active EE | $6,758 | $6,272+7.8% | $5,540+22.0% | $6,507+3.9% |
| Admin fee / account holder | $5,496 | $16,786-67.3% | $14,329-61.6% | $12,624-56.5% |