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 | $57,164 | $165,335-65.4% | $149,696-61.8% | $158,922-64.0% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 13.21% | 348.15%-334.9pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,766 | $5,103-45.8% | $4,644-40.5% | $4,761-41.9% |
| Participant deferral / active EE | $8,001 | $7,181+11.4% | $6,842+16.9% | $5,982+33.7% |
| Admin fee / account holder | $5,398 | $10,807-50.0% | $9,309-42.0% | $11,246-52.0% |