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 | $77,551 | $124,425-37.7% | $112,040-30.8% | $137,256-43.5% |
| Participation rate | 86.7% | 79.3%+7.4pp | 76.5%+10.2pp | 80.0%+6.7pp |
| Annual return | 13.39% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,668 | $3,411+7.5% | $2,954+24.2% | $4,156-11.7% |
| Participant deferral / active EE | $6,312 | $5,718+10.4% | $5,098+23.8% | $6,407-1.5% |
| Admin fee / account holder | $52,986 | $15,207+248.4% | $12,098+338.0% | $12,270+331.8% |