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 4-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 | $124,703 | $239,571-47.9% | $183,328-32.0% | $137,256-9.1% |
| Participation rate | 88.9% | 82.4%+6.5pp | 77.3%+11.6pp | 80.0%+8.9pp |
| Annual return | 16.65% | 35.69%-19.0pp | 29.67%-13.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,556 | $6,148-25.9% | $5,055-9.9% | $4,156+9.6% |
| Participant deferral / active EE | $13,003 | $7,995+62.6% | $6,795+91.4% | $6,407+103.0% |
| Admin fee / account holder | $9,184 | $30,059-69.4% | $21,427-57.1% | $12,270-25.1% |