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 | $85,639 | $142,405-39.9% | $115,157-25.6% | $152,861-44.0% |
| Participation rate | 95.0% | 82.4%+12.6pp | 75.9%+19.1pp | 82.4%+12.6pp |
| Annual return | 25.61% | 41.48%-15.9pp | 35.60%-10.0pp | 345.32%-319.7pp |
| Employer contribution / active EE | $3,731 | $4,010-7.0% | $3,179+17.4% | $4,762-21.7% |
| Participant deferral / active EE | $6,040 | $5,164+17.0% | $4,168+44.9% | $5,850+3.2% |
| Admin fee / account holder | $2,341 | $8,462-72.3% | $7,088-67.0% | $11,596-79.8% |