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 | $109,661 | $214,378-48.8% | $200,582-45.3% | $142,382-23.0% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 18.65% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,505 | $6,841-34.1% | $6,419-29.8% | $4,299+4.8% |
| Participant deferral / active EE | $7,184 | $9,865-27.2% | $9,331-23.0% | $6,507+10.4% |
| Admin fee / account holder | $1,316 | $17,692-92.6% | $16,305-91.9% | $12,624-89.6% |