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 | $77,567 | $114,381-32.2% | $107,525-27.9% | $142,382-45.5% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 14.17% | 242.71%-228.5pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,853 | $4,015-4.0% | $3,754+2.6% | $4,299-10.4% |
| Participant deferral / active EE | $6,122 | $5,564+10.0% | $5,116+19.7% | $6,507-5.9% |
| Admin fee / account holder | $23,083 | $9,860+134.1% | $8,919+158.8% | $12,624+82.9% |