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 | $44,461 | $89,753-50.5% | $107,525-58.7% | $84,808-47.6% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 29.49% | 29.48%0pp | 181.32%-151.8pp | 40.90%-11.4pp |
| Employer contribution / active EE | $3,559 | $3,113+14.3% | $3,754-5.2% | $2,631+35.3% |
| Participant deferral / active EE | $7,913 | $4,056+95.1% | $5,116+54.7% | $4,212+87.9% |
| Admin fee / account holder | $7,294 | $7,222+1.0% | $8,919-18.2% | $7,344-0.7% |