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 8-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 | $71,039 | $178,174-60.1% | $156,181-54.5% | $137,256-48.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 13.40% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,566 | $4,972-48.4% | $4,294-40.2% | $4,156-38.3% |
| Participant deferral / active EE | $5,705 | $6,888-17.2% | $6,132-7.0% | $6,407-11.0% |
| Admin fee / account holder | $20,123 | $17,404+15.6% | $14,586+38.0% | $12,270+64.0% |