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 | $69,275 | $114,381-39.4% | $107,525-35.6% | $142,382-51.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 16.09% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,980 | $4,015-0.9% | $3,754+6.0% | $4,299-7.4% |
| Participant deferral / active EE | $5,983 | $5,564+7.5% | $5,116+17.0% | $6,507-8.1% |
| Admin fee / account holder | $4,485 | $9,860-54.5% | $8,919-49.7% | $12,624-64.5% |