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 | $72,031 | $114,381-37.0% | $107,525-33.0% | $142,382-49.4% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.1%+16.2pp | 80.1%+11.2pp |
| Annual return | 19.70% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,236 | $4,015+5.5% | $3,754+12.9% | $4,299-1.5% |
| Participant deferral / active EE | $8,311 | $5,564+49.4% | $5,116+62.5% | $6,507+27.7% |
| Admin fee / account holder | $770 | $9,860-92.2% | $8,919-91.4% | $12,624-93.9% |