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 4-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 | $58,614 | $106,584-45.0% | $101,326-42.2% | $142,382-58.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 53.08% | 36.93%+16.2pp | 36.82%+16.3pp | 217.08%-164.0pp |
| Employer contribution / active EE | $3,894 | $3,956-1.6% | $3,665+6.2% | $4,299-9.4% |
| Participant deferral / active EE | $10,009 | $8,297+20.6% | $7,994+25.2% | $6,507+53.8% |
| Admin fee / account holder | $2,752 | $11,446-76.0% | $11,185-75.4% | $12,624-78.2% |