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 4-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 | $76,527 | $159,602-52.1% | $150,045-49.0% | $142,382-46.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 12.71% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,684 | $4,961-45.9% | $4,693-42.8% | $4,299-37.6% |
| Participant deferral / active EE | $7,358 | $8,310-11.5% | $7,997-8.0% | $6,507+13.1% |
| Admin fee / account holder | $23,557 | $14,846+58.7% | $13,435+75.3% | $12,624+86.6% |