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 5-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 | $81,274 | $114,381-28.9% | $107,525-24.4% | $142,382-42.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 18.16% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,767 | $4,015-6.2% | $3,754+0.4% | $4,299-12.4% |
| Participant deferral / active EE | $8,039 | $5,564+44.5% | $5,116+57.1% | $6,507+23.5% |
| Admin fee / account holder | $3,963 | $9,860-59.8% | $8,919-55.6% | $12,624-68.6% |