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 6-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 | $70,448 | $114,381-38.4% | $107,525-34.5% | $142,382-50.5% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 21.05% | 242.71%-221.7pp | 181.32%-160.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,467 | $4,015-38.5% | $3,754-34.3% | $4,299-42.6% |
| Participant deferral / active EE | $7,811 | $5,564+40.4% | $5,116+52.7% | $6,507+20.0% |
| Admin fee / account holder | $2,319 | $9,860-76.5% | $8,919-74.0% | $12,624-81.6% |