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 | $81,850 | $94,031-13.0% | $115,768-29.3% | $82,448-0.7% |
| Participation rate | 91.5% | 70.4%+21.0pp | 74.4%+17.1pp | 68.1%+23.4pp |
| Annual return | 12.26% | 20.61%-8.4pp | 100.46%-88.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $5,149 | $2,323+121.6% | $2,940+75.1% | $2,551+101.8% |
| Participant deferral / active EE | $5,842 | $3,972+47.1% | $4,917+18.8% | $4,139+41.1% |
| Admin fee / account holder | $11,541 | $10,249+12.6% | $12,439-7.2% | $7,234+59.5% |