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 | $84,595 | $132,634-36.2% | $115,768-26.9% | $137,256-38.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.4%+16.5pp | 80.0%+10.9pp |
| Annual return | 15.85% | 160.70%-144.9pp | 100.46%-84.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,241 | $3,360-33.3% | $2,940-23.8% | $4,156-46.1% |
| Participant deferral / active EE | $8,052 | $5,619+43.3% | $4,917+63.8% | $6,407+25.7% |
| Admin fee / account holder | $4,682 | $15,028-68.8% | $12,439-62.4% | $12,270-61.8% |