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 9-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 | $56,773 | $114,381-50.4% | $107,525-47.2% | $142,382-60.1% |
| Participation rate | 95.7% | 78.1%+17.5pp | 75.1%+20.6pp | 80.1%+15.5pp |
| Annual return | 15.51% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,246 | $4,015+30.7% | $3,754+39.7% | $4,299+22.0% |
| Participant deferral / active EE | $1,751 | $5,564-68.5% | $5,116-65.8% | $6,507-73.1% |
| Admin fee / account holder | $1,184 | $9,860-88.0% | $8,919-86.7% | $12,624-90.6% |