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 | $154,228-43.1% | $145,433-39.6% | $137,256-36.0% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 20.14% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $5,882 | $4,804+22.4% | $4,554+29.1% | $4,156+41.5% |
| Participant deferral / active EE | $14,505 | $8,216+76.5% | $7,897+83.7% | $6,407+126.4% |
| Admin fee / account holder | $789 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |