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 | $53,774 | $106,584-49.5% | $101,326-46.9% | $142,382-62.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 14.77% | 36.93%-22.2pp | 36.82%-22.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,796 | $3,956+21.2% | $3,665+30.8% | $4,299+11.6% |
| Participant deferral / active EE | $8,522 | $8,297+2.7% | $7,994+6.6% | $6,507+31.0% |
| Admin fee / account holder | $4,252 | $11,446-62.8% | $11,185-62.0% | $12,624-66.3% |