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 5-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 | $61,574 | $111,754-44.9% | $103,333-40.4% | $145,922-57.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 23.75% | 24.77%-1.0pp | 24.88%-1.1pp | 561.29%-537.5pp |
| Employer contribution / active EE | $3,261 | $4,212-22.6% | $3,868-15.7% | $4,660-30.0% |
| Participant deferral / active EE | $9,736 | $5,619+73.3% | $5,057+92.5% | $6,688+45.6% |
| Admin fee / account holder | $11,022 | $9,750+13.0% | $8,355+31.9% | $13,397-17.7% |