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 | $120,634 | $154,228-21.8% | $145,433-17.1% | $137,256-12.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 25.49% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $9,046 | $4,804+88.3% | $4,554+98.6% | $4,156+117.7% |
| Participant deferral / active EE | $17,422 | $8,216+112.0% | $7,897+120.6% | $6,407+171.9% |
| Admin fee / account holder | $6,133 | $14,344-57.2% | $13,129-53.3% | $12,270-50.0% |