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 7-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 | $67,039 | $114,381-41.4% | $107,525-37.7% | $142,382-52.9% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 17.64% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,560 | $4,015-36.2% | $3,754-31.8% | $4,299-40.4% |
| Participant deferral / active EE | $7,682 | $5,564+38.1% | $5,116+50.2% | $6,507+18.0% |
| Admin fee / account holder | $583 | $9,860-94.1% | $8,919-93.5% | $12,624-95.4% |