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 | $55,449 | $106,584-48.0% | $101,326-45.3% | $142,382-61.1% |
| Participation rate | 88.2% | 82.7%+5.5pp | 81.5%+6.7pp | 80.1%+8.1pp |
| Annual return | 27.02% | 36.93%-9.9pp | 36.82%-9.8pp | 217.08%-190.1pp |
| Employer contribution / active EE | $5,733 | $3,956+44.9% | $3,665+56.4% | $4,299+33.4% |
| Participant deferral / active EE | $11,386 | $8,297+37.2% | $7,994+42.4% | $6,507+75.0% |
| Admin fee / account holder | $12,419 | $11,446+8.5% | $11,185+11.0% | $12,624-1.6% |