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 7-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 | $120,380 | $152,587-21.1% | $125,175-3.8% | $152,861-21.2% |
| Participation rate | 95.7% | 83.3%+12.3pp | 79.8%+15.9pp | 82.4%+13.2pp |
| Annual return | 21.56% | 54.84%-33.3pp | 43.79%-22.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,131 | $4,946-56.9% | $3,865-44.9% | $4,762-55.2% |
| Participant deferral / active EE | $4,160 | $5,868-29.1% | $4,937-15.7% | $5,850-28.9% |
| Admin fee / account holder | $17,990 | $13,434+33.9% | $9,702+85.4% | $11,596+55.1% |