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 6-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 | $100,613 | $172,111-41.5% | $150,298-33.1% | $137,256-26.7% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 15.50% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,385 | $4,636+16.2% | $4,154+29.6% | $4,156+29.6% |
| Participant deferral / active EE | $10,777 | $6,166+74.8% | $5,453+97.6% | $6,407+68.2% |
| Admin fee / account holder | $4,612 | $16,471-72.0% | $14,116-67.3% | $12,270-62.4% |