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 8-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 | $73,748 | $127,065-42.0% | $113,168-34.8% | $142,382-48.2% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 11.33% | 24.03%-12.7pp | 24.27%-12.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,451 | $3,442-57.8% | $2,975-51.2% | $4,299-66.2% |
| Participant deferral / active EE | $5,526 | $5,716-3.3% | $5,107+8.2% | $6,507-15.1% |
| Admin fee / account holder | $16,573 | $15,736+5.3% | $12,068+37.3% | $12,624+31.3% |