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 | $94,554 | $114,381-17.3% | $107,525-12.1% | $142,382-33.6% |
| Participation rate | 95.5% | 78.1%+17.3pp | 75.1%+20.4pp | 80.1%+15.3pp |
| Annual return | 14.57% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,207 | $4,015-20.1% | $3,754-14.6% | $4,299-25.4% |
| Participant deferral / active EE | $8,344 | $5,564+50.0% | $5,116+63.1% | $6,507+28.2% |
| Admin fee / account holder | $1,863 | $9,860-81.1% | $8,919-79.1% | $12,624-85.2% |