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 9-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 | $61,939 | $95,803-35.3% | $113,168-45.3% | $84,808-27.0% |
| Participation rate | 93.9% | 72.9%+21.1pp | 76.6%+17.4pp | 68.3%+25.6pp |
| Annual return | 13.68% | 25.00%-11.3pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $5,057 | $2,360+114.3% | $2,975+70.0% | $2,631+92.2% |
| Participant deferral / active EE | $4,479 | $4,242+5.6% | $5,107-12.3% | $4,212+6.3% |
| Admin fee / account holder | $6,144 | $8,989-31.6% | $12,068-49.1% | $7,344-16.3% |