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 | $32,509 | $177,572-81.7% | $154,803-79.0% | $142,382-77.2% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 20.72% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,812 | $4,810-41.5% | $4,305-34.7% | $4,299-34.6% |
| Participant deferral / active EE | $5,123 | $6,272-18.3% | $5,540-7.5% | $6,507-21.3% |
| Admin fee / account holder | $615 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |