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 | $87,781 | $159,602-45.0% | $150,045-41.5% | $142,382-38.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 20.14% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $5,882 | $4,961+18.6% | $4,693+25.3% | $4,299+36.8% |
| Participant deferral / active EE | $14,505 | $8,310+74.5% | $7,997+81.4% | $6,507+122.9% |
| Admin fee / account holder | $789 | $14,846-94.7% | $13,435-94.1% | $12,624-93.8% |