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 | $83,072 | $179,726-53.8% | $156,263-46.8% | $142,382-41.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 15.24% | 77.86%-62.6pp | 59.47%-44.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,364 | $5,069-33.6% | $4,333-22.4% | $4,299-21.7% |
| Participant deferral / active EE | $12,027 | $6,956+72.9% | $6,158+95.3% | $6,507+84.8% |
| Admin fee / account holder | $12,472 | $17,272-27.8% | $14,255-12.5% | $12,624-1.2% |