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 | $89,164 | $177,572-49.8% | $154,803-42.4% | $142,382-37.4% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 20.77% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,137 | $4,810-34.8% | $4,305-27.1% | $4,299-27.0% |
| Participant deferral / active EE | $7,025 | $6,272+12.0% | $5,540+26.8% | $6,507+8.0% |
| Admin fee / account holder | $985 | $16,786-94.1% | $14,329-93.1% | $12,624-92.2% |