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 | $46,303 | $148,534-68.8% | $135,903-65.9% | $139,434-66.8% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 17.63% | 79.19%-61.6pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,828 | $5,243-46.1% | $4,856-41.8% | $4,751-40.5% |
| Participant deferral / active EE | $5,595 | $8,100-30.9% | $7,758-27.9% | $6,710-16.6% |
| Admin fee / account holder | $14,331 | $12,400+15.6% | $10,762+33.2% | $11,403+25.7% |