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 | $70,809 | $114,381-38.1% | $107,525-34.1% | $142,382-50.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.04% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,408 | $4,015-40.0% | $3,754-35.8% | $4,299-44.0% |
| Participant deferral / active EE | $3,859 | $5,564-30.7% | $5,116-24.6% | $6,507-40.7% |
| Admin fee / account holder | $2,345 | $9,860-76.2% | $8,919-73.7% | $12,624-81.4% |